Stiles Financial Services, Inc.

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Client assets under management

$483,311,110

Clients

246

42% high-net worth

Advisors

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$1,964,679

Client services

Financial planning Portfolio management Pension consulting

Main office location

Stiles Financial Services, Inc.

7505 Metro Blvd, Suite 510

Edina MN 55439, United States

Number of offices

Most active in

Arizona · California · Florida · Indiana · Minnesota · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 952-988-0452

Advisors at this firm

Edgar V

Series 66

Edina, MN

Stiles Financial Services, Inc.

Paul T

Series 63, Series 66

Edina, MN

Stiles Financial Services, Inc.

Mark G

Series 65

Edina, MN

Stiles Financial Services, Inc.

Kristine M

Series 65

Edina, MN

Stiles Financial Services, Inc.

Bradford A

CFP®, Series 65

Edina, MN

Stiles Financial Services, Inc.

John S

Series 63, Series 65

Edina, MN

Stiles Financial Services, Inc.

Susan S

CFP®, ChFC®, Series 63, Series 65

Edina, MN

Stiles Financial Services, Inc.

Rachel E

Series 66

Edina, MN

Stiles Financial Services, Inc.

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