Unclaimed Profile

Daniel Zavie Lear

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota

Clean recordAFFIANCE FINANCIAL LLC

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 6201645Firm CRD# 113200

Profile Verification

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

Identity

Daniel Zavie Lear · ST. LOUIS PARK, MN

Registration

CRD #6201645 · AFFIANCE FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Zavie Lear is a registered financial advisor based in ST. LOUIS PARK, Minnesota, affiliated with AFFIANCE FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AFFIANCE FINANCIAL LLC

AUM

$971M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AFFIANCE FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6201645

Firm CRD# 113200

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Zavie Lear offer?

Daniel Zavie Lear specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.

What are Daniel Zavie Lear's credentials?

Daniel Zavie Lear is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Zavie Lear located?

Daniel Zavie Lear 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 Daniel Zavie Lear charge for services?

Daniel Zavie Lear'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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