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).
Total Assets Under Management371MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$17,676,928
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
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.
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.