Unclaimed Profile

Steven Michael Lear

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota

SIE, Series 1, Series 7, Series 24, Series 63, Series 65ChFC18 years registeredAFFIANCE FINANCIAL LLC

600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 708089Firm CRD# 113200

Profile Verification

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

Identity

Steven Michael Lear · ST. LOUIS PARK, MN

Registration

CRD #708089 · AFFIANCE FINANCIAL LLC · 18 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

Apr 2008 – May 2017

ST LOUIS PARK, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 2008

Years registered · 18

Professional designation · ChFC

Disclosure History

2026Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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