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Paul E Tichy

Investment adviser representative at Stiles Financial Services, Inc.
4 yearsExperience
1 stateRegistered in
$548.7MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

4 years in the industry.

  1. Stiles Financial Services, Inc.May 2016 to now
  2. Cambridge Investment Research Advisors, Inc.Jun 2016 to Apr 2020
  3. Cambridge Investment Research, Inc.Jun 2016 to Apr 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (MN).

Stiles Financial Services, Inc.

Legal name: Stiles Financial Services Incorporated

$548.7MAssets managed
261Clients
8Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1448730
Firm CRD
117023
Advisor's SEC record (opens in a new tab)
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