Elizabeth Knutson has been an investment adviser representative at Feltl Advisors since August 2013, and is not listed among the firm’s executive officers or direct owners.
Feltl Advisors, LLC is a Plymouth, MN firm with $166M under management, 397 clients and 15 advisers across 3 offices, as of its March 2026 filing.
Elizabeth Knutson’s longest registration is the current one, 13 years at Feltl Advisors since 2013. Before joining Feltl Advisors in 2013, Elizabeth Knutson was registered through Feltl Advisors and UBS Financial Services Inc.
- Feltl AdvisorsCurrent– present · 13 yearsJacksonville, FL · Adviser representative · Firm CRD 165244
- Feltl Advisors– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 6905
- UBS Financial Services Inc.– · 6 yearsCentury City, CA · Adviser representative · Firm CRD 8174
- Prudential Securities Incorporated– · 5 yearsLos Angeles, CA · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
Elizabeth Knutson is registered as an investment adviser representative in 2 states. The first approvals date from August 2013; the most recent is North Carolina, in November 2022.
- CaliforniaSince 29 August 2013
- North CarolinaSince 17 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 May 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 1997 |
| Series 7 | General Securities Representative Examination | 18 October 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Elizabeth Louise Knutson
- CRD
- 1529853
- Firm
- Feltl Advisors · CRD 165244
- Office
- Jacksonville, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Elizabeth Knutson work?
Elizabeth Knutson is an investment adviser representative registered through Feltl Advisors, LLC since August 2013, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Knutson a financial advisor?
Yes. Elizabeth Knutson has a current investment-adviser registration in California and North Carolina, through Feltl Advisors since August 2013.
How many years of experience does Elizabeth Knutson have?
Elizabeth Knutson has 39 years in the financial industry, since January 1987, across 4 adviser firms.
What exams has Elizabeth Knutson passed?
Elizabeth Knutson has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in August 1986. FINRA credited Elizabeth Knutson with the SIE, which began in October 2018.
Where did Elizabeth Knutson work before Feltl Advisors?
Before Feltl Advisors, Elizabeth Knutson was registered through UBS Financial Services Inc., October 2002 to March 2009; Prudential Securities Incorporated, July 1997 to October 2002.
Where is Elizabeth Knutson based?
Elizabeth Knutson’s registered office is in Jacksonville, FL.
Is Elizabeth Knutson registered with FINRA?
Yes. Elizabeth Knutson has a current broker registration, under CRD 1529853.
Source: FINRA BrokerCheck
How can I verify Elizabeth Knutson’s record?
Search CRD 1529853 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Elizabeth Knutson’s full registration record.
