Eric
Unger

Affiance Financial LLC

CRD#5198629
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Unger is a financial advisor who works out of Minneapolis, Minnesota with 9 years of industry experience. Unger currently works for Affiance Financial LLC. Throughout their career, Unger has worked at Affiance Financial, Cetera Advisor Networks LLC and Private Client Services. Unger has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Affiance Financial LLC is a financial advisory company that has its headquarters in Minneapolis, MN. It controls $815 million in total assets among its 3,047 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 3,047 customer accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. Affiance Financial LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of financial services. However, fee types billed by Affiance Financial LLC most likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Highway 169 South
Minneapolis, MN 55426

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Affiance Financial LLC Brokerage Details

Total Assets Under Management

$814,840,689

MN Average: $5,289,111,388
Total Number of Employees

21

MN Average: 157
Total Number of Accounts

3,047

MN Average: 8,262
Average Account Size

$267,424

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Unger Work History

Eric has been registered as a financial advisor for 9 years.*

2017 - Present (7 years)

Private Client Services

2006 - Present (18 years)

Affiance Financial

2013 - 2017 (4 years)

Cetera Advisor Networks LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Unger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Affiance Financial LLC

Michael Fishman
Minneapolis, MN
Tanner Steele
Minneapolis, MN
Kyle Berg
Minneapolis, MN
Daniel Lear
Minneapolis, MN
Christopher Johnson
Minneapolis, MN
Eric Unger
Minneapolis, MN
Brendan Halleron
Minneapolis, MN
Steven Lear
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started