Rachel Engel
Rachel Engel is a registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 1 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
Get directionsHistory
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 →Employment History
Current Registrations
Stiles Financial Services, INC.
Previous Registrations
Thrivent Asset Management, LLC
Thrivent Distributors, LLCBroker
State Registrations1 state
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
More Advisors
- Susan Stiles, CFP, ChFCStiles Financial Services, INC.
- Bradford Aylin, CFPStiles Financial Services, INC.
- John StoneStiles Financial Services, INC.
- Kristine MeyerStiles Financial Services, INC.
- Emily Lafferty, CFPOsaic Wealth, INC.
- Michael Shinnick, CFPCharles Schwab & CO., INC.