LaSalle St., a family of independent wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, has announced the recruitment of Stiles Financial Services, an Edina, Minn.-based firm specializing in private wealth management, retirement plan consulting and institutional portfolio services that oversees approximately $600 million in assets. The addition of Stiles Financial Services to the broker-dealer platform of LaSalle St. underscores the firm’s accelerating success in bringing aboard experienced and growing independent wealth management firms across the country.
Stiles Financial Services was founded in 2000 by Susan Stiles, who holds designations as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF) and Certified Financial Plan Advisor (CPFA). The seven-person team includes portfolio research manager Paul Tichy and director of retirement plan consulting D
