Mark R. Gierach

STILES FINANCIAL SERVICES

Edina, MN 55439

Some features on this profile are disabled

CRD#: 3116480

Professional summary

Mark Robert Gierach is a registered financial advisor currently at STILES FINANCIAL SERVICES, INC. located in Edina, Minnesota.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mark has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Gierach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 7, 2023 - Present

STILES FINANCIAL SERVICES, INC.

Office #1: 7505 Metro Blvd Suite 510, Edina, MN 55439

RIA

CRD#: 117023

Edina, MN

Past

December 11, 2013 - September 8, 2016

BALANCED CAPITAL MANAGEMENT LLC

RIA

CRD#: 165994

EDINA, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STILES FINANCIAL SERVICES, INC.

STILES FINANCIAL SERVICES INCORPORATED | STILES FINANCIAL SERVICES, INC.

CRD#: 117023 / SEC#: 801-110176

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2023

Uniform Investment Adviser Law Examination

Current Firm

STILES FINANCIAL SERVICES, INC.

STILES FINANCIAL SERVICES INCORPORATED | STILES FINANCIAL SERVICES, INC.

CRD#: 117023 / SEC#: 801-110176

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7505 Metro Blvd Suite 510, Edina, MN 55439

Mailing Address

Phone number

(952) 988-0452

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STILES FINANCIAL SERVICES ADV 2A PORTFOLIO INV MGMT (11/26/2025)

STILES FINANCIAL SERVICES ADV 2A CORP RETIREMENT PLANS (11/26/2025)

STILES FINANCIAL SERVICES ADV 2A FINANCIAL PLANNING (11/26/2025)

Regulatory assets under management

Total Number of Accounts	729
AUM (Assets Under Management)	$ 439,250,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

Crystal, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark R. Gierach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Gierach's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILES FINANCIAL SERVICES, INC.

BALANCED CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

STILES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2023

Current Firm

STILES FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STILES FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors