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7505 Metro Blvd Suite 510, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of St. Thomas | St. Paul | MN | 09/2016 | 06/2020 |
| Us Bank | St. Paul | MN | 07/2018 | 09/2020 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 01/2022 | 04/2025 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 12/2021 | 06/2025 |
| Stiles Financial Services Inc. | Edina | MN | 08/2025 | Present |
| Stiles Financial Services Incorporated | Edina | MN | 08/2025 | Present |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 09/2020 | 12/2021 |
1.) Independent Insurance Agent; Investment Related; St. Louis Park, MN; LOA in Accident & Health and Life, Start Date 03/2021; Approximately 10 hours/month with the majority during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-20 |
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