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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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Featured In

 

USA Today

 

What happens if you exceed Roth IRA income limits?

Kyle Berg CFP®, BFA™


 

U.S. News and World Report

What Is a Solo 401(k) Plan?

Brendan Halleron CFP®, AIF®, BFA™

 


 

SuperMoney

Best Credit Cards According to Reddit Users

Brendan Halleron CFP®, AIF®, BFA™

 


 

Consumer Affairs

Best Financial Advisors: We compared 19 companies and chose the top financial advisors

Eric Unger

 


 

Go Banking Rates

I’m a Financial Advisor: Here Are 6 Money Myths My Clients Most Commonly Believe

Brendan Halleron CFP®, AIF®, BFA™ and Dan Lear CFP®, CPWA®, BFA™

 


 

Wealth Management Magazine

Nine Book Recommendations From Advisors to Get You to the End of Summer 

Dan Lear CFP®, CPWA®, BFA™ and Kyle Berg CFP®, BFA™

 


 

Wealth Management Magazine

The Most-Revealing Onboarding Questions Advisors Ask 

Brendan Halleron CFP®, AIF®, BFA™ and Dan Lear CFP®, CPWA®, BFA™

 


 

Wealth Management Magazine

11 Revealing Interview Questions to Ask Potential Hires 

Marcia Zappa

 


 

Finmasters

The #1 Money Question to Ask Before Marriage

Dan Lear CFP®, CPWA®, BFA™

 

*Please Note: Limitations. The recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Affiance Financial, is engaged, or continues to be engaged, to provide investment advisory services.

 

 

 

 

 

 

 

 

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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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INFORMATION

Form CRS (Client Relationship Summary) 

Privacy Notice

Disclosure Brochure (Part 2A of Form ADV)

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.

Affiance Financial only transacts business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

We are licensed to sell Insurance.

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