Kristine Elizabeth Meyer
Investment adviser representative at Stiles Financial Services, Inc.
20 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
20 years in the industry.
- Stiles Financial Services, Inc.Sep 2019 to now
- Cornerstone Private Asset & TrustJun 2006 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7176179
- Firm CRD
- 117023