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Michael Nathan Fishman

Affiance Financial LLC

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About Michael Nathan Fishman

Michael Nathan Fishman is a registered representative with Affiance Financial LLC. Michael has been in the industry since June 2022. He is registered in 21 states including Arizona, California, Colorado, District of Columbia, Florida, Illinois, Maryland, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington, and Wisconsin. Michael has passed the SIE, Series 7 and Series 66 exams. Michael's firm, Affiance Financial LLC, is an investment advisor with offices in Chicago, Illinois and St. Louis Park, Minnesota. Affiance Financial LLC provides portfolio management for individuals and businesses.

Firm Information

Michael 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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Michael Fishman’s Registration & Firm History

IL

01/30/2023 - Present

Affiance Financial LLC (Chicago IL)

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Licenses & Designations

BOTH

Issued 08/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Nathan Fishman.
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