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Kristine Meyer

Stiles Financial Services, INC.
5 Years of Experience
Edina, MN
1 DisclosureMay Earn Commission
View SEC Summary
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Kristine Meyer is a registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 5 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stiles Financial Services, INC.
January 2021 - Present · 5 yrs 9 mos
State Registrations1 state
MN
Advisor

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.
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