John Feltl has been CEO, Trustee of JCF Trust of Feltl Advisors since January 2013, is a control person of the firm and directly owns between 50% and 75% of it. John Feltl holds a BA in Management from Saint John's University and an MBA from the University of St. Thomas.
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.
John C. Feltl is Chief Executive Officer and co-founder of Feltl Advisors. He entered the securities industry with R.J. Steichen & Company in 1993 as a securities broker, and later became Principal and Director of Corporate Finance. He was a member of Stockwalk's Board of Directors and Principal of Capital Markets for MJSK, and left those firms in 2002 to start Feltl and Company.
Professional designations
Listed by Feltl Advisors
- Chartered Financial Analyst
Investment adviser representative registrations
John Feltl is registered as an investment adviser representative in Minnesota, since October 2014.
- MinnesotaSince 2 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 1999 |
| Series 24 | General Securities Principal Examination | 20 April 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 June 1993 |
| Series 7 | General Securities Representative Examination | 21 June 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Christopher Feltl
- CRD
- 2366353
- Firm
- Feltl Advisors · CRD 165244
- Role
- CEO, Trustee of JCF Trust
- Office
- ONE CARLSON PARKWAY NORTH, SUITE 225, Plymouth, MN 55447
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- feltladvisors.com
Where does John Feltl work?
John Feltl has been CEO, Trustee of JCF Trust of Feltl Advisors, LLC since January 2013, and is a control person of the firm.
Is John Feltl a financial advisor?
Yes. John Feltl has a current investment-adviser registration in Minnesota, through Feltl Advisors since October 2014.
How many years of experience does John Feltl have?
John Feltl has 33 years in the financial industry, since June 1993, across 1 adviser firm.
What exams has John Feltl passed?
John Feltl has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in June 1993. FINRA credited John Feltl with the SIE, which began in October 2018.
Where is John Feltl based?
John Feltl’s registered office is in Plymouth, MN.
Is John Feltl registered with FINRA?
Yes. John Feltl has a current broker registration, under CRD 2366353.
Source: FINRA BrokerCheck
Is John Feltl a CFA charterholder?
Feltl Advisors lists John Feltl with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify John Feltl’s record?
Search CRD 2366353 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Feltl’s full registration record.
