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Craig Stiles

24 Years of Experience
East Lansing, MI
1 DisclosureBroker

Craig Stiles is a registered investment advisor at Ameriprise Financial Services, LLC, based in East Lansing, MI, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2651 Coolidge Road, Suite 103, East Lansing, MI, 48823

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History

Regulatory History (1)
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Customer Dispute
October 2023
Denied
Other Business Activities

Craig owns real estate and a business, none of which are investment-related. He also serves as a director for the Rotary Club of Lansing, dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Ameriprise Financial Services, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - September 2019 · 15 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - September 2019 · 17 yrs 6 mos
State Registrations30 states
AKALARAZCACODCFLGAIAIDILINKSKYMAMIMONCNJNYOHPASCTNTXVAVirgin IslandsWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Craig Stiles - Financial Advisor | TrueAdvisor