Steven Lear, financial advisor Saint Louis Park MN

Steven Lear

CRD Number: 708089
Current Firm: Affiance Financial LLC

Steven Lear (CRD# 708089) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Client Services Louisville, KY May 2017 - Current 6
Affiance Financial LLC St Louis Park, MN Jan 2000 - Current 24
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - May 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1980
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Steven M. Lear
Phone Number: 952-544-9818
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    971
    MILLIONS
  • Total Number of Accounts
    3,288
    ACCOUNTS
  • Average Account Value
    $295,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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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