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Brendan William Halleron

Affiance Financial LLC

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About Brendan William Halleron

Brendan Hallerons is an investment advisor representative and registered representative with Affiance Financial LLC. Brendan Hallerons is also an investment advisor representative with Private Client Services, LLC. Brendan Hallerons has been working in the financial industry since 2018 and has a Series 7, Series 66, and SIE licenses. Brendan Hallerons has experience working with high-net-worth individuals, pensions and profit sharing plans, and individuals other than high-net-worth. Brendan Hallerons provides financial planning services, portfolio management for businesses and individuals, and is registered in California, Georgia, Illinois, Minnesota, and Nevada.

Firm Information

Brendan Halleron 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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Brendan Halleron’s Registration & Firm History

MN

03/04/2019 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

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Licenses & Designations

BOTH

Issued 09/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan William Halleron.
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