Affiance Financial LLC

Steven Lear is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 45 years of industry experience. He has worked at Private Client Services since 2017 and previously at Cetera Advisor Networks and Affiance Financial LLC, where he also serves as CEO of the holding company. Outside of his advisory work, he is involved in several nonprofit and community organizations focused on financial literacy, education, disaster response, and Jewish community services, and he founded Stevelear.org, a platform for leadership and financial literacy content. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, including discretionary and non-discretionary management options.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Daniel Lear is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at Affiance Financial LLC since 2014 and previously was with Cetera Advisor Networks from 2015 to 2017. Lear serves on the board of Best Prep, a nonprofit focused on student business, career, and financial literacy. Affiance Financial LLC serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor client asset allocations and offers a range of model strategies with blended passive and active investments.

Marc Usem is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and is also involved with Affiance Financial, LLC as an advisory representative. Outside of his advisory roles, he serves on the investment committee of the Minneapolis Jewish Federation and is affiliated with Beth El Synagogue. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Kyle Berg is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Private Client Services, LLC since 2017 and previously worked at Cetera Advisor Networks. Outside of his advisory role, Berg volunteers with the Rutherford PTA and coaches boys youth lacrosse in Stillwater, MN. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a range of platforms and manages over $1 billion across more than 3,200 client accounts.

Rebekah Peterson is a financial advisor at Affiance Financial LLC in St. Louis Park, MN, holding Series 63 and Series 66 licenses with approximately 9 years of industry experience. Her prior experience includes a decade with Ameriprise Financial Services, LLC. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans, providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to create client-specific asset allocations and utilizes a blend of passive and active strategies across various investment vehicles.

Andrew Fishman is a CFP® with 30 years of industry experience. He is currently with Private Client Services, LLC, where he has worked since 2017. Prior to that, he was with Cetera Advisor Networks LLC and is also involved with Affiance Financial LLC, an advisory business he has been associated with since 2000. Outside of his advisory roles, he serves as chair of the investment committee for the Adath Jeshurun Congregation synagogue foundation. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and pension plan sponsors. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Michael Fishman is a financial advisor at Affiance Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young for six years. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to create customized portfolios that include mutual funds, ETFs, individual stocks, and alternative investments.

Christopher Johnson is a financial advisor at Affiance Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Wealth Enhancement Group. Johnson also maintains a role as an independent insurance agent specializing in Accident & Health, Variable Life & Variable Annuities, and Life insurance. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by providing discretionary and non-discretionary investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a variety of model strategies with both passive and active elements.

Brendan Halleron is a financial advisor at Affiance Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Affiance Financial and Private Client Services since 2017. Prior to his advisory career, he was employed by Cargill Inc for three years. He serves as a board member of Achieving Cures Together, a nonprofit focused on microbiome research and microbial disease cures. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors employer-sponsored retirement plans by providing investment management, financial planning, and ERISA-focused retirement plan services. The firm uses a top-down macroeconomic framework combined with fundamental analysis to tailor asset allocations and offers a range of model strategies with blended passive and active investments.

Tanner Steele is a financial advisor at Affiance Financial LLC in St. Paul, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Private Client Services and various positions outside financial services. Affiance Financial serves individual and high-net-worth clients as well as sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a top-down macroeconomic framework combined with fundamental analysis to tailor client asset allocations and utilizes both passive and active investment strategies, including alternatives and derivatives within separately managed accounts.

Eric Unger is a financial advisor with Private Client Services, LLC in St. Louis Park, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Private Client Services since 2017 and previously was with Cetera Advisor Networks from 2013 to 2017. Unger is also an investment advisory representative at Affiance Financial, LLC, where he provides investment management and financial planning services. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.