Affiance Financial

Get Full Access

Description

  • Affiance Financial was built on the principles of integrity, caring, and giving back. Our story begins with our founder, Steve Lear. Steve's financial career began in 1980. Within 10 years, he founded his own firm. He believes this independence allowed him to best serve his clients and community. In 1995, Andy Fishman joined Steve and together, they began to assemble a team of professionals to care for their clients. In 2000, this team became Affiance Financial. Today, we at Affiance Financial continue to put the needs of our clients first, and trust that the rest will follow. We are a firm committed to improving lives. That commitment extends beyond our clients. Some of the community partners we serve include BestPrep, the Food Group, the Foundation for Financial Planning, the Minneapolis Jewish Federation, and the Sabes Jewish Community Center. Securities and advisory services offered through Private Client Services. Member FINRA, SIPC. Advisory services also offered through Affiance Financial, a Registered Investment Adviser. Private Client Services and Affiance Financial are unaffiliated entities.
  • location

    Headquarters:600 Highway 169 S Ste 1750 Suite 1750, Minneapolis, Minnesota, United States

    More
  • Affiance Financial phone

    Phone Number: +1 952-544-9818

  • Affiance Financial website

    Website: https://www.affiancefinancial.com

  • Affiance Financial employees

    Employees:33

  • Affiance Financial revenue

    Revenue:$1 - 10M

  • Affiance Financial legal name

    Legal Name:Affiance Financial

  • Affiance Financial's Social Media

    Affiance Financial linkedin Affiance Financial facebook Affiance Financial twitter
  • done Is this data correct?
  • |  NAICS Code: 522291  |

    Show More
Person level website identification

Chief Compliance Officer, Financial Planner for Affiance Financial

Eric Unger

Chief Compliance Officer, Financial Planner

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Eric Unger

Chief Compliance Officer, Financial Planner

Seth Meisler

Chief Information Officer

Marcia Zappa

Director Of Marketing And Communications

Marc Usem

Director Of Trading And Financial Planner

Megan Pace

Director Of Client Support

Frequently Asked Questions regarding Affiance Financial

  • Where are Affiance Financial's Headquarters?

    Affiance Financial's Headquarters are in 600 Highway 169 S Ste 1750 Suite 1750,Minneapolis,Minnesota,United States

  • What is Affiance Financial's phone number?

    Affiance Financial's phone number is +1 952-544-9818

  • What is Affiance Financial's official website?

    Affiance Financial's official website is https://www.affiancefinancial.com

  • What is Affiance Financial's Revenue?

    Affiance Financial's revenue is $1 - 10M

  • What is Affiance Financial's NAICS code?

    Affiance Financial's NAICS code is 522291

  • How many employees are working in Affiance Financial

    Affiance Financial has 33 employees

  • What is Affiance Financial's Industry?

    Affiance Financial is in the industry of Financial Services

  • Who is Affiance Financial's Chief Compliance Officer, Financial Planner?

    Affiance Financial's Chief Compliance Officer, Financial Planner is Eric Unger

Company Directory