RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••• E• T••••
- Designations
- AIF, MBAreportedstilesfinancial.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedstilesfinancial.com“With more than 30 years of experience in financial services and asset management, I believe portfolio management begins with understanding each client’s unique goals, priorities, and circumstances.”
- Professional profile
- stilesfinancial.com/staff/paul-tichyreportedstilesfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• F•••••••• S•••••••• I••• independent RIA currentsince Nov 3, 2016 · Edina, Mn
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJun 17, 2016 to May 11, 2020 · Edina, Mn
- F••••• I••••••••• independent RIAMar 17, 2015 to Apr 5, 2016 · Orono, Mn
- L•• F•••••••• L•• BD affiliatedNov 27, 2013 to Dec 11, 2014 · Eden Prairie, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 8, 2011 to Nov 26, 2013 · Minneapolis, Mn
- R•• C•••••• M••••••• L•• national BDJun 1, 2009 to Apr 12, 2010 · Minneapolis, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 14, 2004 to May 8, 2009 · Minneapolis, Mn
- C•••••••• I••••••••• R••••••• A•••••••• I••• to S••••• F•••••••• S•••••••• I•••left May 11, 2020, registered Nov 3, 2016 (-1285 days) · Other · moved with a team
- F••••• I••••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 5, 2016, registered Jun 17, 2016 (73 days) · Other
- L•• F•••••••• L•• to F••••• I•••••••••left Dec 11, 2014, registered Mar 17, 2015 (96 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Nov 26, 2013, registered Nov 27, 2013 (1 days) · Other
- R•• C•••••• M••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 12, 2010, registered Sep 8, 2011 (514 days) · Affiliated broker-dealer or bank to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•• C•••••• M••••••• L••left May 8, 2009, registered Jun 1, 2009 (24 days) · Wirehouse to affiliated broker-dealer or bank
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address