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.*This account is limited to sharing general information about Affiance Financial, original content, and unaffiliated third-party information, content, and links. Affiance does not make any guarantees as to the accuracy, suitability, or completeness of third-party content, and takes no responsibility therefore. All such information is provided for convenience only, and all users should be guided accordingly. This account may contain discussion of Affiance’s or another professional’s positions and/or recommendations as of a specific date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions and/or recommendations. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that future performance will be profitable, or equal any historical performance level(s). Moreover, no client or prospective client should assume that any content on this account serves as the receipt of, or substitute for, personalized advice from Affiance or any other professional. Affiance is neither an attorney nor an accountant, and no content on this account should be interpreted as legal, accounting, or tax advice. 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.
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Verified contacts
33
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
2
tools in use
Monthly traffic
198
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- MZ
Marcia Zappa
Partner, Director of Marketing & Business Development · Other
EmailPhone - KB
Kyle Berg
Partner, Financial Planner · Finance & Accounting
EmailPhone - MF
Michael Fishman
Financial Planner · Finance & Accounting
EmailPhone - SJ
Sujit Jondhale
Finanace Analyst · Other
EmailPhone - AF
Andy Fishman
Founding Partner, Financial Planner · Finance & Accounting
EmailPhone - EU
Eric Unger
Partner, President, Chief Compliance Officer · Other
EmailPhone - SL
Steve Lear
Founding Partner, Financial Planner · Finance & Accounting
EmailPhone - BH
Brendan Halleron
Partner, Financial Planner · Finance & Accounting
EmailPhone - KM
Keely Matis
Marketing & Communications Manager · Advertising & Marketing
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Affiance Financial
25 distinct titles indexed · top 10 shown.
- 3partner, financial planner
- 2financial planner
- 2founding partner, financial planner
- 1affiliate manager
- 1business analyst
- 1client service specialist
- 1client support specialist
- 1computer operator and assistan accountant
- 1data analyst intern
- 1director of finance & hr
- +15more titles
Sign up to unlock all 33 contacts at Affiance Financial
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Sign up to reveal 33 verified contacts at Affiance Financial
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