Unclaimed Profile

Andrew Bert Fishman

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota

SIE, Series 7, Series 63CFPClean record21 years registeredAFFIANCE FINANCIAL LLC

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 2614044Firm CRD# 113200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Bert Fishman · ST. LOUIS PARK, MN

Registration

CRD #2614044 · AFFIANCE FINANCIAL LLC · 21 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT SERVICES, LLC

Jul 2019 – present

AFFIANCE FINANCIAL LLC

Jan 2014 – present

CETERA ADVISOR NETWORKS LLC

Dec 2004 – May 2017

ST LOUIS PARK, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 14, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFIANCE FINANCIAL LLC

CRD 113200 · SEC 801-78208

AUM

$971M

Regulatory assets under management

Employees

3,288 client accounts

Services offered by AFFIANCE FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFIANCE FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Bert Fishman offer?

Andrew Bert Fishman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.

What are Andrew Bert Fishman's credentials?

Andrew Bert Fishman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Bert Fishman located?

Andrew Bert Fishman is based in ST. LOUIS PARK, Minnesota, working with AFFIANCE FINANCIAL LLC. Their office serves clients in the ST. LOUIS PARK metropolitan area and surrounding communities.

How does Andrew Bert Fishman charge for services?

Andrew Bert Fishman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFIANCE FINANCIAL LLC?

AFFIANCE FINANCIAL LLC has approximately 23 employees and manages $971M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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