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Andrew Bert Fishman

Affiance Financial LLC

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About Andrew Bert Fishman

Andrew Bert Fishman is a financial advisor with over 25 years of experience in the industry. Andrew currently works with Affiance Financial LLC and Private Client Services, LLC, both of which are registered investment advisors. Andrew has a strong background in financial planning, portfolio management, and insurance, and Andrew is also a Certified Financial Planner. Andrew has a deep understanding of the financial needs of individuals and families, and Andrew is committed to providing his clients with personalized advice and guidance.

Firm Information

Andrew Fishman is currently registered with Affiance Financial LLC. Affiance Financial LLC is an investment advisor registered with the SEC and located in ST. LOUIS PARK, MN. The firm provides financial planning, portfolio management for individuals and businesses. They have approximately $971,389,913 in regulatory assets under management. Affiance Financial LLC primarily serves high-net-worth individuals and individuals other than high-net-worth, with a total of 1,027 clients.
Affiance Financial LLC

600 HIGHWAY 169 SOUTH

ST. LOUIS PARK, MN 55426

$971.39M

Assets Under Management

8

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Fishman’s Registration & Firm History

MN

01/22/2014 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

MN

05/26/1995 - 05/16/2017

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

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Licenses & Designations

BC

Issued 05/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Bert Fishman.
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