Stiles Financial Services, Inc.

Stiles Financial Services, Inc. (CRD# 117023) is a financial advisory firm headquartered in Edina, MN. They manage $371,215,498 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $17,676,928
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Stiles Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Susan M. Stiles
CRD#: 2278334
6550 York Ave S Suite 412, Edina, MN 55435
96
Wealthminder
score

Susan Stiles (CRD# 2278334) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 24 years of experience in the finance industry. Susan Stiles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debra L. Rosenberg
CRD#: 5392347
6550 York Ave S Suite 412, Edina, MN 55435
93
Wealthminder
score

Debra Rosenberg (CRD# 5392347) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 9 years of experience in the finance industry.

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