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John Christopher Feltl

Investment adviser representative at Feltl Advisors
24 yearsExperience
1 stateRegistered in
CFADesignation
$165.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Feltl AdvisorsOct 2014 to now
  2. Feltl & CompanyFeb 2002 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (MN).

Feltl Advisors

Legal name: Feltl Advisors, LLC

$165.6MAssets managed
397Clients
15Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2366353
Firm CRD
165244
Advisor's SEC record (opens in a new tab)
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