Kristine E. Iten

STILES FINANCIAL SERVICES

Edina, MN 55439

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CRD#: 7176179

Professional summary

Kristine Elizabeth Iten, AIF®, who also goes by Kristine Elizabeth Beyer, is a registered financial advisor currently at STILES FINANCIAL SERVICES, INC. located in Edina, Minnesota.

Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kristine has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristine Elizabeth Beyer

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 Kristine Elizabeth Iten'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 5, 2021 - Present

STILES FINANCIAL SERVICES, INC.

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

RIA

CRD#: 117023

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
(1/5/2021)

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: 12/30/2020

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)

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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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Kristine E. Iten

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristine Elizabeth Iten's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STILES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2020

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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