Kristine Iten (CRD# 7176179) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 3 years of experience in the finance industry.
CRD# 2773901
Edward Jones
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stiles Financial Services | Edina, MN | Sep 2019 - Current | 4 |
| Cornerstone Private Asset & Trust | Bloomington, MN | Jun 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management369MILLIONS
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Total Number of Accounts664ACCOUNTS
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Average Account Value$556,236
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IN, MN, NE, TX
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