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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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Investment Committee

Andy Fishman CFP®

Founding Partner, Financial Planner

Dan Lear CFP®, BFA™

Partner, Financial Planner

Steve Lear ChFC, CLU, BFA™

Founding Partner, Financial Planner

Ryan Smith

Trader/Analyst

Tanner Steele

Investment Research Analyst

Eric Unger

Partner, President, Chief Compliance Officer

Marc Usem

Partner, Chief Investment Officer

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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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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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