Michael Fishman (CRD# 6343195) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affiance Financial LLC | St. Louis Park, MN | Jan 2023 - Current | 1 |
| Private Client Services | St Louis Park, MN | Jun 2022 - Current | 1 |
| Affiance Financial LLC | Chicago, IL | Jan 2022 - Current | 2 |
| Ernst & Young | Chicago, IL | Aug 2016 - Jan 2022 | 5 |
| Student At Indiana University - Bloomington | Bloomington, IN | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- MN
-
Total Assets Under Management971MILLIONS
-
Total Number of Accounts3,288ACCOUNTS
-
Average Account Value$295,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI
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