Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Zipfel is a registered investment advisor representative with Feltl Advisors. Todd has been in the securities industry since 1993 and has a broad range of experience. He is registered in Arizona, Florida, Georgia, Illinois, Indiana, Minnesota, Missouri, and Oklahoma. Todd's previous experience includes working at U.S. Bancorp Investments, Inc., Associated Investment Services, Inc., Capital Securities of America, Inc., Stifel, Nicolaus & Company, Incorporated, R A F Financial Corporation, Hibbard Brown & Co., Inc., and L.C. Wegard & Co., Inc. Todd specializes in helping individuals and corporations reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under outside management
1
2
MN
09/30/2024 - Present
Feltl Advisors (PLYMOUTH MN)
IL
03/22/2013 - 11/03/2015
U.S. BANCORP INVESTMENTS, INC. (BELLEVILLE IL)
IL
03/23/2001 - 02/26/2013
ASSOCIATED INVESTMENT SERVICES, INC. (FAIRVIEW HEIGHTS IL)
OH
12/07/1998 - 03/01/2001
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
MO
10/07/1998 - 01/07/1999
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
01/27/1995 - 04/01/1998
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CO
08/17/1994 - 01/24/1995
R A F FINANCIAL CORPORATION (DENVER CO)
NY
02/25/1993 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/04/1994 - 08/16/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 07/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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