Susan Stiles
Susan Stiles is a CFP, ChFC-designated registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
7505 Metro Blvd., Suite 510, Edina, MN, 55439
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is a partner in Stiles Partnership, a family-owned real estate partnership, since 1993, dedicating minimal time. She is also an independent insurance agent for various companies and a board member for a non-profit, Minnesota Spay and Neuter Assistance Program, dedicating minimal time. Finally, she is the Rotary Foundation Director for the Edina Rotary Club.
Employment History
Current Registrations
Stiles Financial Services, INC.
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Trusted Securities Advisors CORP.Broker
Symmetric Investments, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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