Edgar C. Villegas

STILES FINANCIAL SERVICES

EDINA, MN 55439

CRD#: 6979645

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Professional summary

Edgar Christian Villegas is a registered financial advisor currently at STILES FINANCIAL SERVICES, INC. located in Edina, Minnesota.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Edgar has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Edgar Christian Villegas'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

November 12, 2025 - Present

STILES FINANCIAL SERVICES, INC.

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

RIA

CRD#: 117023

EDINA, MN

Past

October 16, 2024 - February 10, 2026

SECURED RETIREMENT ADVISORS, LLC

RIA

CRD#: 144239

ST LOUIS PARK, MN

Past

August 17, 2020 - March 13, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

SALEM, OR

Past

May 25, 2020 - March 13, 2024

LPL FINANCIAL LLC

CRD#: 6413

SALEM, OR

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
(11/12/2025)

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 66

Date: 8/6/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/13/2020

Securities Industry Essentials 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)

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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.

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Edgar C. Villegas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Christian Villegas's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILES FINANCIAL SERVICES, INC.

SECURED RETIREMENT ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

STILES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2020

Series 7TO

Date: 5/24/2020

SIE

Date: 1/13/2020

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

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