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Daniel Zavie Lear

Investment Adviser Representative at AFFIANCE FINANCIAL LLC

St. Louis Park, MNCRD #6201645Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
22 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 22 states
ArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaIllinoisKansasMassachusettsMichiganMinnesotaMontanaNebraskaNevadaNew YorkNorth CarolinaOhioOregonPennsylvaniaRhode IslandTexasWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/1/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/24/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Affiance Financial LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE CLIENT SERVICES, LLCCurrent
7/10/2019St. Louis Park, MN
AFFIANCE FINANCIAL LLCCurrent
7/21/2016St. Louis Park, MN
CETERA ADVISOR NETWORKS LLC
6/2/20165/16/2017St Louis Park, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AFFIANCE FINANCIAL LLC

11 other advisors in the directory

View AFFIANCE FINANCIAL LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Zavie Lear has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Daniel Zavie Lear - Financial Advisor in St. Louis Park, MN | AdvisorFinder