Todd Zipfel has been an investment adviser representative at Feltl Advisors since November 2015, 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.
Todd Zipfel’s longest registration is the current one, 10 years at Feltl Advisors since 2015. Before joining Feltl Advisors in 2015, Todd Zipfel was registered through U.S. Bancorp Investments, Inc.
- Feltl AdvisorsCurrent– present · 10 yearsEdwardsville, IL · Adviser representative · Firm CRD 165244
- U.S. Bancorp Investments, Inc.– · 2 yearsBelleville, IL · Adviser representative · Firm CRD 17868
Investment adviser representative registrations
Todd Zipfel is registered as an investment adviser representative in 8 states. The first approvals date from November 2015; the most recent is Oklahoma, in September 2024.
- ArizonaSince 3 March 2021
- FloridaSince 17 February 2022
- GeorgiaSince 18 March 2021
- IllinoisSince 4 November 2015
- IndianaSince 3 January 2022
- MinnesotaSince 27 September 2024
- MissouriSince 3 January 2022
- OklahomaSince 30 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 July 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 1993 |
| Series 7 | General Securities Representative Examination | 23 February 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Robert Zipfel
- CRD
- 2311928
- Firm
- Feltl Advisors · CRD 165244
- Office
- 201 East Vandalia, Edwardsville, IL 62025
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Todd Zipfel work?
Todd Zipfel is an investment adviser representative registered through Feltl Advisors, LLC since November 2015, and is not listed among the firm’s executive officers or direct owners.
Is Todd Zipfel a financial advisor?
Yes. Todd Zipfel has a current investment-adviser registration in Arizona, Florida, Georgia, Illinois, Indiana, Minnesota, Missouri and Oklahoma, through Feltl Advisors since November 2015.
How many years of experience does Todd Zipfel have?
Todd Zipfel has 33 years in the financial industry, since October 1993, across 2 adviser firms.
What exams has Todd Zipfel passed?
Todd Zipfel has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in February 1993. FINRA credited Todd Zipfel with the SIE, which began in October 2018.
Where did Todd Zipfel work before Feltl Advisors?
Before Feltl Advisors, Todd Zipfel was registered through U.S. Bancorp Investments, Inc., July 2013 to November 2015.
Where is Todd Zipfel based?
Todd Zipfel’s registered office is in Edwardsville, IL.
Is Todd Zipfel registered with FINRA?
Yes. Todd Zipfel has a current broker registration, under CRD 2311928.
Source: FINRA BrokerCheck
How can I verify Todd Zipfel’s record?
Search CRD 2311928 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Todd Zipfel’s full registration record.
