What are your qualifications, licenses, or designations?*

Affiance Financial is a Registered Investment Adviser (RIA) registered with the SEC. Additionally, our financial planners are registered representatives of Private Client Services, which is registered with FINRA.

Our financial planners are licensed to provide investment advice, including holding their Securities Industry Essentials® (SIE®) certifications, Series 7, and Series 66. 

Several professional designations are held among our team of financial planners. These include the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Behavioral Financial Advisor (BFA™) designations.