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Susan Marta Stiles

STILES FINANCIAL SERVICES INCORPORATED·EDINA, Minnesota
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7505 METRO BLVD, EDINA, MN 55439CRD# 2278334Firm CRD# 117023
01

About

Susan Marta Stiles is a registered financial advisor based in EDINA, Minnesota, affiliated with STILES FINANCIAL SERVICES INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STILES FINANCIAL SERVICES INCORPORATED
STILES FINANCIAL SERVICES, INC.
AUM
$369M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at STILES FINANCIAL SERVICES INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2278334
Firm CRD# 117023
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Marta Stiles offer?
Susan Marta Stiles specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Susan Marta Stiles's credentials?
Susan Marta Stiles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Marta Stiles located?
Susan Marta Stiles is based in EDINA, Minnesota, working with STILES FINANCIAL SERVICES INCORPORATED. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Susan Marta Stiles charge for services?
Susan Marta Stiles's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STILES FINANCIAL SERVICES INCORPORATED?
STILES FINANCIAL SERVICES INCORPORATED has approximately 10 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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