Tanner
Steele
Affiance Financial LLC
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About this Advisor
Tanner Steele is a financial advisor based in Minneapolis, Minnesota, working with Affiance Financial LLC. Tanner has previously held positions at Affiance Financial, Private Client Services, Zorbaz, Buffalo Wild Wings, First Security Bank, U.S. Bank, Canal Park Liquor, Vista Fleet, Sammy's Pizza, and Affiance Financial LLC. Tanner has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Tanner 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
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Fee Structure
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Affiance Financial LLC Brokerage Details
$971,389,913
23
3,288
$295,435
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
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
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
Chicago, IL
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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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.
