Tanner
Steele
Affiance Financial LLC
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About this Advisor
Tanner Steele is a financial advisor based in Minneapolis, Minnesota who has 2 years of industry experience. Steele is currently employed by Affiance Financial LLC. During their career, the advisor has held roles at Affiance Financial, Private Client Services, Zorbaz, Buffalo Wild Wings, Unemployed-Full Time Student, First Security Bank, U.S. Bank, Canal Park Liquor, Vista Fleet, Sammy'S Pizza, Unemployed- Student and Affiance Financial LLC. Steele holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Affiance Financial LLC is a financial advisory company headquartered in Minneapolis, MN. It oversees $815 million in total assets across its 3,047 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,047 accounts, 22% belong to high-net-worth clients who have at least $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely vary depending on the type of services provided. Fees billed by Affiance Financial LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affiance Financial LLC Brokerage Details
$814,840,689
21
3,047
$267,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Tanner Steele Work History
Tanner has been registered as a financial advisor for 2 years.*
Affiance Financial LLC
Private Client Services
Affiance Financial
Private Client Services
Zorbaz
Buffalo Wild Wings
Unemployed-Full Time Student
Zorbaz
First Security Bank
U.S. Bank
Canal Park Liquor
Vista Fleet
Sammy'S Pizza
Unemployed- Student
Zorbaz
*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 Tanner Steele 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.
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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.
