STILES FINANCIAL SERVICES INCORPORATED
Legal name: STILES FINANCIAL SERVICES, INC.
CRD #117023 SEC #801-110176 EDINA, MN 952-988-0452
SEC Registered
Total AUM
$439.3M
Discretionary
$438.5M
Employees
12
Clients
51
Accounts
729
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATHERTON, BRENT | I | PRIVATE WEALTH MANAGER | NA | |
| ATHERTON, BRENT | I | PRIVATE WEALTH MANAGER | NA | |
| ATHERTON, BRENT | I | PRIVATE WEALTH MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| GIERACH, MARK, ROBERT | I | PORTFOLIO MANAGER | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Robbins, Jeffery, Charles | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| Stone, John, R | I | VICE PRESIDENT | NA | |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
| STILES, SUSAN, MARTA | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (7)
AZ CA FL IN MN NE TX
Address
7505 METRO BLVDSUITE 510
EDINA, MN 55439
United States
Phone: 952-988-0452