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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-07-10 |
Branch Locations
600 Highway 169 South, St. Louis Park, MN 55426 • United States
4351 West College Ave Suite 420, Appleton, WI 54914 • United States
600 Highway 169 South Suite 1750, St. Louis Park, MN 55426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-22 |
Branch Locations
600 Highway 169 South, St. Louis Park, MN 55426 • United States
600 Highway 169 South Suite 1750, St. Louis Park, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affiance Financial | Minnetonka | MN | 07/2006 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 05/2017 |
| Private Client Services | Louisville | KY | 05/2017 | Present |
1. NAME OF OTHER BUSINESS: AFFIANCE FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 07/26/2011 NUMBER OF HOURS PER WEEK: 40 NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SERVICES TO INCLUDE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING 2) CEDARS POINT LLC. 9428 NORWOOD LANE NORTH, GROVE, MN 55369. CEDARS POINT LLC IS THE HOLDING COMPANY FOR MR. UNGER'S MEMBERSHIP INTRESTS IN AFFIANCE FINANCIAL, LLC. DIRECT OWNER. 1 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
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