Stiles Financial Services, Inc.

Stiles Financial Services, Inc. (CRD# 117023) is a financial advisory firm headquartered in Edina, MN. They manage $391,693,139 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $13,506,660
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 - 5 of 5 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 25 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
Daniel P. Stolfa
CRD#: 4850355
6550 York Avenue South, Suite 412, Edina, MN 55435
96
Wealthminder
score

Daniel Stolfa (CRD# 4850355) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 13 years of experience in the finance industry. Daniel Stolfa 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.

3
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 10 years of experience in the finance industry.

4
Keighley J. Spott
CRD#: 5173736
6550 York Avenue South, Suite 412, Edina, MN 55435
93
Wealthminder
score

Keighley Spott (CRD# 5173736) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 10 years of experience in the finance industry.

5
Paul E. Tichy
CRD#: 1448730
6550 York Avenue South, Suite 412, Edina, MN 55435
93
Wealthminder
score

Paul Tichy (CRD# 1448730) is an Investment Advisor Representative working at Stiles Financial Services, Inc. in Edina, MN and has over 21 years of experience in the finance industry.

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