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Steven Michael Lear

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota
Unclaimed Profile
600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 708089Firm CRD# 113200
01

About

Steven Michael 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AFFIANCE FINANCIAL LLC
AFFIANCE FINANCIAL LLC
AUM
$971M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at AFFIANCE FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 708089
Firm CRD# 113200
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Michael Lear offer?
Steven Michael Lear specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.
What are Steven Michael Lear's credentials?
Steven Michael Lear is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Lear located?
Steven Michael 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 Steven Michael Lear charge for services?
Steven Michael 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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Other advisors in ST. LOUIS PARK
Douglas Stephan King — OAKWOOD CAPITAL, INC.Andrew Bert Fishman — AFFIANCE FINANCIAL LLCSeth Ariel Meisler — AFFIANCE FINANCIAL LLCEric Steven Unger — AFFIANCE FINANCIAL LLCTodd Joseph Kelzenberg — DEDEKER FINANCIAL, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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