John R Stone
Investment adviser representative at Stiles Financial Services, Inc.
14 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
14 years in the industry.
- Stiles Financial Services IncorporatedMar 2024 to now
- Siles Financial Services Corp.Mar 2024 to now
- U.S. BancorpSep 2021 to Feb 2024
- Bremer BankAug 2018 to Sep 2021
- Ameriprise Financial Services IncMar 2017 to Aug 2018
- American Enterprise Investment Services IncOct 2014 to Mar 2017
- Ameriprise FinancialDec 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2024
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
- 2224665
- Firm CRD
- 117023