Affiance Financial LLC

Affiance Financial LLC (CRD# 113200) is a financial advisory firm headquartered in Saint Louis Park, MN. They manage $493,755,694 in 2,359 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $209,307
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MI, MN, NC, NY, OH, RI, TX, WA, WI

Financial Advisors at Affiance Financial LLC
Showing 1 - 10 of 11 top financial advisors.
1
Andrew B. Fishman
CRD#: 2614044
600 Highway 169 South, Saint Louis Park, MN 55426
96
Wealthminder
score

Andrew Fishman (CRD# 2614044) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 23 years of experience in the finance industry. Andrew Fishman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven M. Lear
CRD#: 708089
600 Highway 169 South, Saint Louis Park, MN 55426
93
Wealthminder
score

Steven Lear (CRD# 708089) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 38 years of experience in the finance industry.

3
Seth A. Meisler
CRD#: 2806843
600 Highway 169 South, Saint Louis Park, MN 55426
93
Wealthminder
score

Seth Meisler (CRD# 2806843) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 8 years of experience in the finance industry.

4
Eric S. Unger
CRD#: 5198629
600 Highway 169 South, Saint Louis Park, MN 55426
93
Wealthminder
score

Eric Unger (CRD# 5198629) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 11 years of experience in the finance industry.

5
Marc S. Usem
CRD#: 2383407
600 Highway 169 South, Suite 1750, Saint Louis Park, MN 55426
93
Wealthminder
score

Marc Usem (CRD# 2383407) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 24 years of experience in the finance industry.

6
Omer Abramovich
CRD#: 6206290
600 Highway 169 South, Saint Louis Park, MN 55426
90
Wealthminder
score

Omer Abramovich (CRD# 6206290) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 4 years of experience in the finance industry.

7
Kyle S. Berg
CRD#: 6186536
600 Highway 169 S., #1750, Saint Louis Park, MN 55426
90
Wealthminder
score

Kyle Berg (CRD# 6186536) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 5 years of experience in the finance industry.

8
Erich C. Leidel
CRD#: 6355695
600 Highway 169 South, Suite 1750, Saint Louis Park, MN 55426
90
Wealthminder
score

Erich Leidel (CRD# 6355695) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 3 years of experience in the finance industry.

9
Daniel Z. Lear
CRD#: 6201645
600 Highway 169 South, Suite 1750, Saint Louis Park, MN 55426
88
Wealthminder
score

Daniel Lear (CRD# 6201645) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 2 years of experience in the finance industry.

10
Steven C. Schoenberger
CRD#: 6557550
600 Highway 169 South, Suite 1750, Saint Louis Park, MN 55426
88
Wealthminder
score

Steven Schoenberger (CRD# 6557550) is an Investment Advisor Representative working at Affiance Financial LLC in Saint Louis Park, MN and has over 2 years of experience in the finance industry.

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