Affiance Financial LLC

Overview

Affiance Financial LLC is an SEC registered investment adviser based in St Louis Park, MN, registered since 2013. It reports $1.4B in assets under management across 4,165 accounts, with 25 employees. It has 12 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

98%

Accounts

4,165

Average account

$329K

Employees

25

Advisory reps

12

Registered since

2013

Jurisdictions

26

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Andrew Bert Fishman Managing Member CRD 2614044
• Eric Steven Unger Chief Compliance Officer CRD 5198629
• Marcia Ann Zappa Member, Director of Business Development and Marketing CRD 6565325

Advisory reps 3 of 12

• Kyle Scott Berg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6186536
• Andrew B Fishman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2614044
• Michael Nathan Fishman Registered Rep · Investment Adviser Rep CRD 6343195

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

600 Highway 169 S Ste 1750
St Louis Park, MN 55426

County

Hennepin

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: affiancefinancial.com

Every state, with registration dates

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