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Eric Steven Unger

Affiance Financial LLC

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About Eric Steven Unger

Eric Unger is an investment advisor representative at Affiance Financial LLC and Private Client Services, LLC. Eric has been in the financial services industry since 2006. Eric is registered with the state of Minnesota. Eric is a licensed Series 7, 24, and 66.

Firm Information

Eric Unger 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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Eric Unger’s Registration & Firm History

MN

01/22/2014 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

MN

12/01/2006 - 05/15/2017

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

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Licenses & Designations

BOTH

Issued 03/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Steven Unger.
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