Susan Marta Stiles
Investment adviser representative at Stiles Financial Services, Inc.
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$548.7MFirm assets
Are you Susan Marta Stiles? Claim your profile
Contact this firm
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
12 years in the industry.
- Stiles Financial Services, Inc.Sep 2009 to now
- Lasalle St Securities LLCMay 2020 to Dec 2021
- Cambridge Investment Research Advisors, Inc.Mar 2010 to Apr 2020
- Cambridge Investment Research, IncMar 2010 to Apr 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 2278334
- Firm CRD
- 117023