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Paul Tichy

Stiles Financial Services, INC.
31 Years of Experience
Edina, MN
May Earn Commission
View SEC Summary
View SEC Summary

Paul Tichy is a registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 261 clients with $550M in assets under management.

Stiles Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
261 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$548.7M

Fee Structure

Planning is included in investment management (also available separately)

Stiles Financial Services provides investment management through a wrap fee program, which bundles portfolio management and trade execution for a single asset-based fee. Complete details and fee schedules for this program are provided in a separate regulatory brochure.

View Full SEC Brochure

Location

7505 Metro Blvd, Suite 510, Edina, MN, 55439

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is a board member of the Orono Baseball Assoc since 2011, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Stiles Financial Services, INC.
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
June 2016 - May 2020 · 3 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2016 - May 2020 · 3 yrs 11 mos
Fisher Investments
March 2015 - April 2016 · 1 yr 1 mo
LPL Financial LLC
November 2013 - December 2014 · 1 yr 1 mo
LPL Financial LLCBroker
November 2013 - December 2014 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - November 2013 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - November 2013 · 2 yrs 2 mos
UBS Financial Services INC.Broker
July 2011 - August 2011 · 1 mo
Cowen and CompanyBroker
April 2010 - June 2011 · 1 yr 2 mos
RBC Capital Markets Corporation
June 2009 - April 2010 · 10 mos
RBC Capital Markets CorporationBroker
June 2009 - April 2010 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - May 2009 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - May 2009 · 5 yrs 6 mos
Janney Montgomery Scott LLCBroker
April 2003 - November 2003 · 7 mos
U.S. Bancorp Piper Jaffray INC.Broker
May 2001 - November 2002 · 1 yr 6 mos
Sg Cowen Securities CorporationBroker
November 1999 - May 2001 · 1 yr 6 mos
Dain Rauscher IncorporatedBroker
April 1998 - December 1999 · 1 yr 8 mos
Wessels, Arnold & Henderson, L.L.C.Broker
July 1996 - April 1998 · 1 yr 9 mos
Liberty Securities CorporationBroker
November 1987 - August 1989 · 1 yr 9 mos
Kemper Financial Services, INC.Broker
May 1987 - October 1987 · 5 mos
Allied Capital Group, INC.Broker
February 1987 - April 1987 · 2 mos
Dunhill Investments LTD.Broker
October 1986 - February 1987 · 4 mos
State Registrations1 state
MN
Advisor

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Exams
No exam information available for this advisor.
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