Portfolio Manager · Stiles Financial Services, Inc.
Mark R. Gierach
CRD 3116480 · Named on Form ADV at one SEC-registered adviser
At a glance
Stiles Financial Services, Inc., an SEC-registered wealth manager based in Edina, MN with $549 million in regulatory assets, lists Mark R. Gierach on its Form ADV as Portfolio Manager.
Firms and roles
- Stiles Financial Services, Inc.Portfolio ManagerWealth manager · Edina, MN · $549M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Susan M. StilesPresident, CCO, Stiles Financial Services, Inc.
- Jeffery C. RobbinsVice President, Stiles Financial Services, Inc.
- John R StoneVice President, Stiles Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.