Hunter
Schwimmer

Affiance Financial LLC

CRD#7473208
Investment Advisor
in Minneapolis, MN

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About this Advisor

Hunter Schwimmer is a financial advisor based in Minneapolis, Minnesota, working with Affiance Financial LLC. Hunter has previously held positions as a student, at Victoria Burrow, Deer Run Golf Course, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Private Client Services, and Affiance Financial LLC. Hunter has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Hunter is part of Affiance Financial LLC, which operates out of Minneapolis, Minnesota. The firm has 23 employees and manages assets totaling $971.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Affiance Financial LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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 Suite 1750
Minneapolis, MN 55426

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Affiance Financial LLC Brokerage Details

Total Assets Under Management

$971,389,913

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

23

MN Average: 157
Total Number of Accounts

3,288

MN Average: 8,262
Average Account Size

$295,435

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

Hunter Schwimmer Work History

2024 - Present (0 year)

Private Client Services

2024 - Present (0 year)

Affiance Financial LLC

2023 - Present (1 year)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Life Insurance Company

2011 - Present (13 years)

Student

2021 - 2021 (< 1 year)

Deer Run Golf Course

2019 - 2020 (1 year)

Victoria Burrow

2012 - 2015 (3 years)

Student

Disclosures

Please visit the SEC profile of Hunter Schwimmer 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

Brendan Halleron
Minneapolis, MN
Daniel Lear
Minneapolis, MN
Michael Fishman
Chicago, IL
Tanner Steele
Minneapolis, MN
Christopher Johnson
Minneapolis, MN
Hunter Schwimmer
Minneapolis, MN
Kyle Berg
Minneapolis, MN
Eric Unger
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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