Unclaimed Profile

Eric Steven Unger

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota

SIE, Series 7, Series 24, Series 66Clean record12 years registeredAFFIANCE FINANCIAL LLC

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 5198629Firm CRD# 113200

Profile Verification

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

Identity

Eric Steven Unger · ST. LOUIS PARK, MN

Registration

CRD #5198629 · AFFIANCE FINANCIAL LLC · 12 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

Jan 2014 – May 2017

ST LOUIS PARK, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 8, 2014

Years registered · 12

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

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. LOUIS PARK?

Browse all registered financial advisors in ST. LOUIS PARK, Minnesota or claim this profile if it's yours.

Browse ST. LOUIS PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Steven Unger offer?

Eric Steven Unger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.

What are Eric Steven Unger's credentials?

Eric Steven Unger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Steven Unger located?

Eric Steven Unger 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 Eric Steven Unger charge for services?

Eric Steven Unger'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →