President, CCO · Stiles Financial Services, Inc.
Susan M. Stiles
CRD 2278334 · 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 Susan M. Stiles on its Form ADV as President, CCO, a control person.
Firms and roles
- Stiles Financial Services, Inc.President, CCOWealth manager · Edina, MN · $549M in regulatory assets
AtlasMembers
Susan’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark R. GierachPortfolio Manager, 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 Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.