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Steven Michael Lear

Affiance Financial LLC

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About Steven Michael Lear

Steven Lear is a financial advisor with over 40 years of experience in the industry. Steven is registered with Affiance Financial LLC and Private Client Services, LLC. Steven specializes in providing financial planning, portfolio management for individuals and businesses. Steven is also a Chartered Financial Consultant and has passed several industry exams, including Series 65, Series 63, Series 24, Series 7 and Series 1.

Firm Information

Steven Lear 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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Steven Lear’s Registration & Firm History

MN

01/23/2014 - Present

Affiance Financial LLC (ST. LOUIS PARK MN)

MN

11/02/1993 - 05/16/2017

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

NA

10/11/1985 - 11/09/1993

AAM SECURITIES, INC.

NA

05/06/1980 - 10/21/1985

IDS FINANCIAL SERVICES INC.

NA

05/06/1980 - 10/21/1985

IDS LIFE INSURANCE COMPANY

NA

05/06/1980 - 10/21/1985

IDS MARKETING CORPORATION

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Licenses & Designations

IA

Issued 08/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/24/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Michael Lear.
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