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Paladin Research Report For:

Affiance Financial

600 Highway 169 S., Suite 1750
St. Louis Park, MN 55426
952-544-9818

About Affiance Financial

Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage, to help clients like you pursue your financial goals.

Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.

See Disclosures

General Information

Firm Start Year
  • 2000
No. of Employees
  • 20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

https://www.affiancefinancial.com/files/affiance_financial_important_disclosures_compressed.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891823/paladinregistry-Affiance-Financial-detailed-disclosure.html

Disclaimer

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the needs of the client. Affiance Financial does not serve as an attorney or accountant. Affiance Financial does not prepare estate planning documents or tax returns.

Insurance product guarantees are subject to the claims-paying ability of the issuing company.

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