SL
ChFC

Steven Michael Lear

45 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

600 Highway 169 South, St. Louis Park, MN, 55426

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Steven is involved in various business and volunteer activities, including serving as an advisory representative for Affiance Financial, LLC (taking nearly full-time), and CEO of Affiance Financial, Inc. He also dedicates time to promoting financial literacy, serving on boards, and fundraising for various organizations.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 6 mos
Private Client Services, LLC Broker
May 2017 - Present · 8 yrs 8 mos
Affiance Financial LLC
January 2014 - Present · 12 yrs
Previous Registrations
Cetera Advisor Networks LLC
April 2008 - May 2017 · 9 yrs 1 mo
Cetera Advisor Networks LLCBroker
November 1993 - May 2017 · 23 yrs 6 mos
Aam Securities, INC.Broker
October 1985 - November 1993 · 8 yrs 1 mo
Ids Financial Services INC.Broker
May 1980 - October 1985 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
May 1980 - October 1985 · 5 yrs 5 mos
Ids Marketing Corporation Broker
May 1980 - October 1985 · 5 yrs 5 mos
State Registrations32 states
AZCACOCTDCFLGAILKSMAMDMIMNMOMTNCNDNENHNVNYOHOKORPARISDTNTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Steven Michael Lear - Financial Advisor | AdvisorDiscover