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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Advisors

Kyle Berg CFP®, BFA™

Financial Planner

Andy Fishman CFP®

Principal, Financial Planner

Brendan Halleron CFP®, AIF®, BFA™

Financial Planner

Dan Lear CFP®, BFA™

Financial Planner

Steve Lear ChFC, CLU, BFA™

Principal, Financial Planner

Seth Meisler CFA, CPA/PFS, CFP®, BFA™

Principal, Chief Investment Officer

Steven Schoenberger JD

Financial Planner

Marc Usem

Director of Trading and Financial Planner

GET IN TOUCH

600 Highway 169 S., Suite 1750
St. Louis Park, MN 55426

Phone: (952) 544-9818 (800) 570-2941

Email: affiancemail@affiancefinancial.com

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Important Disclosures

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

We are licensed to sell Insurance.

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