BA
CFP
BA
CFP

Bradford Aylin

4 Years of Experience
Edina, MN
May Earn CommissionSells Insurance

Bradford Aylin is a CFP-designated registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 4 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
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.

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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 ActivitiesSells Insurance

Bradford is an independent insurance agent in St. Louis Park, MN, licensed in Accident & Health and Life since 2021. This activity takes about a quarter of his time, primarily during securities trading hours.

Employment History
Current Registrations
Stiles Financial Services, INC.
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Secured Retirement Advisors, LLC
December 2021 - June 2025 · 3 yrs 6 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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