Elizabeth Louise Knutson

Employer firm

Feltl Advisors CRD 165244

$166M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
WRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS

From the firm’s Form ADV. Read the guides:

Current Employers

Feltl Advisors

One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-11-17
CA	RA	APPROVED	2013-08-29

NC RA
APPROVED

Since 2022-11-17
CA RA
APPROVED

Since 2013-08-29

Branch Locations

One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States

Jacksonville, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Feltl And Company	St. Louis Park	MN	03/2009	Present

03/2009 → Present

Feltl And Company

St. Louis Park, MN

Previous Registrations

2002-10-18 → 2009-03-25

Ubs Financial Services Inc.

Los Angeles, CA

Century City, CA
1997-07-08 → 2002-10-22

Prudential Equity Group, Llc

Los Angeles, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-19
S63	Uniform Securities Agent State Law Examination	1989-09-26

S65 Uniform Investment Adviser Law Examination

1997-02-19
S63 Uniform Securities Agent State Law Examination

1989-09-26

Other Names

Beth Knutson

View on SEC IAPD