Affiance Financial

Description

Address: 600 Highway 169 South, Suite 1750, St Louis Park, MN 55426 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (952) 544-9818: Place name: : Category: : : : : Website: Website: https://www.affiancefinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Affiance Financial Posting publicly on the Web Write a review Reviews Be the first to review

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Affiance Financial Employees

Employee
Years
Job
Industry
Nathan Stading Nathan Stading Greater Milwaukee Area Details
Nathan Stading's Affiance Financial Experience April 2001 - April 2005
Job Intermediary Distribution at BMO Asset Management U.S.
Industry Investment Management
Experience
BMO Global Asset Management  November 2014 - Present
BMO Asset Management U.S.   April 2012 - November 2014
BMO Asset Management U.S.   April 2005 - April 2012
Affiance Financial   April 2001 - April 2005
Ameriprise Financial  June 2000 - April 2001

Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Asset Management, Securities, Series 63, Portfolio Management, Asset Managment, Investment Management, Equities, Trading, Financial Planning, Equity Research, Financial Services, Investment Strategies, Investment Advisory, Relationship Management, Series 24

Education
Marquette University   2008 — 2010
MBA, Finance

University of Minnesota-Twin Cities   1996 — 2000
Bachelor of Arts, Economics, Spanish

BEHS   1992 — 1996

Amy Teske Amy Teske Greater Minneapolis-St. Paul Area Details
Amy Teske's Affiance Financial Experience January 2005 - December 2009
Job Per Diem Chaplain at Regions Hospital
Industry Financial Services
Experience
Catholic Charities of St. Paul and Minneapolis  March 2014 - Present
Regions Hospital  September 2013 - Present
Allina Health  July 2013 - Present
Self Employed  January 2010 - Present
Health Partners Regions Hospital   September 2013 - March 2014
Anoka Hennepin School District #11  October 2012 - December 2013
Affiance Financial   January 2005 - December 2009

Skills
Non-profits, Event Planning, Social Media, Fundraising, Customer Service, Community Outreach, Microsoft Word, Nonprofits, Prepare Enrich Counselor, Chaplaincy, PowerPoint, Creative Writing, Volunteer Management, Newsletters, Program Development

Education
Bethel Seminary-St. Paul   1995 — 1998
MA, Education and Theological Studies

Bethel Seminary-St. Paul   1995 — 1998

Samuel Bagley Samuel Bagley San Francisco Bay Area Details
Samuel Bagley's Affiance Financial Experience December 2013 - August 2014
Job Incoming Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners  August 2015 - Present
Carlson School of Management  November 2014 - Present
Wells Fargo Securities  June 2015 - August 2015
Greene Holcomb Fisher  January 2015 - May 2015
University of Minnesota  August 2014 - May 2015
Sam's Royal Lawn Service   April 2009 - 2015
Carlson School of Management  August 2014 - December 2014
Affiance Financial   December 2013 - August 2014
The Coca-Cola Company  March 2013 - February 2014
Hazeltine National Golf Club  May 2007 - October 2013

Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork

Education
University of Minnesota - Carlson School of Management   2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior

Tsinghua University   2014 — 2014
Beijing

Omer Abramovich,MBA Omer Abramovich,MBA Minneapolis, Minnesota Details
Omer Abramovich,MBA's Affiance Financial Experience February 2014 - Present
Job Associate Financial Planner
Industry Financial Services
Experience
Affiance Financial   February 2014 - Present
Ameriprise Financial Services, Inc.   June 2013 - February 2014
Creekside Tennis Club   June 2009 - June 2013
The Citadel- Academic Support Center   January 2011 - December 2012
The Citadel- Academic Support Center   January 2011 - December 2012
Israeli Air Force, Intelligence Division   October 2002 - September 2005

Skills
Teamwork, Customer Service, Microsoft Excel, Finance, Fluent English, PowerPoint, Series 7, Public Speaking, Microsoft Office, Research, Teaching, Microsoft Word, Insurance, Personal Financial..., Life Insurance, Fluent Hebrew, Sports, Higher Education, Coaching, Series 66, Health Insurance, Social Media, Public Relations, Sports Management, Logistics, Social Media Marketing, Leadership, Financial Analysis, Time Management, Investments, Team Building, Team Leadership, Financial Planning, Financial Services, Outlook, Strategic Planning

Education
The Citadel, The Military College of South Carolina   2011 — 2013
Masters, Business Administration

College of Charleston   2006 — 2009
Bachelor of Science (BS), Economics

Daniel Lear Daniel Lear Greater Minneapolis-St. Paul Area Details
Daniel Lear's Affiance Financial Experience December 2014 - Present
Job Business Analyst at Affiance Financial
Industry Financial Services
Experience
Affiance Financial   December 2014 - Present
Deloitte  August 2014 - December 2014
Herzl Camp  June 2014 - August 2014
KU Hillel  August 2013 - June 2014
Affiance Financial   June 2012 - August 2013
Herzl Camp  June 2009 - August 2012
KU Hillel  December 2011 - May 2012
KU Hillel  March 2011 - December 2011

Skills
Microsoft Excel, Teamwork, Financial Analysis, Public Speaking, Social Media, Leadership, Finance, Psychology, Program Management, Teaching, Fundraising, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Networking

Education
University of Kansas   2010 — 2014
Finance, Finance (Major), Psycholgy (Minor), Senior

Joel Greenwald, MD, CFP® Joel Greenwald, MD, CFP® Greater Minneapolis-St. Paul Area Details
Joel Greenwald, MD, CFP®'s Affiance Financial Experience 2003 - 2008
Job Financial Planning for Doctors (Physicians and Dentists) at Greenwald Wealth Management
Industry Financial Services
Experience
Greenwald Wealth Management   August 2012 - Present
Sterling Retirement Resources   January 2008 - August 2012
Affiance Financial   2003 - 2008
Raymond James  1998 - 2003
HealthPartners  1990 - 2001

Skills
Financial Planning, Investment Advisory..., Wealth Accumulation, Retirement Planning, Estate Planning, Risk Management, Taxations

Education
University of Minnesota-Twin Cities   1987 — 1990
MD, Internal Medicine Residency

Albert Einstein College of Medicine   1983 — 1987
MD, Medicine

Amherst College   1978 — 1983
BA, Political Science

Matt Berhow Matt Berhow Greater Minneapolis-St. Paul Area Details
Matt Berhow's Affiance Financial Experience September 2003 - Present
Job Financial Planner, Director of Insurance & Company Retirement Plans
Industry Financial Services
Experience
Affiance Financial   September 2003 - Present
Swenson Anderson Financial Group   January 2002 - September 2003
Ameriprise Financial Services, Inc.   October 1999 - January 2002

Skills
Investments, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning

Education
University of Minnesota-Twin Cities   1997 — 2001
BA, Economics

Andy Fishman, CFP Andy Fishman, CFP Greater Minneapolis-St. Paul Area Details
Andy Fishman, CFP's Affiance Financial Experience 1995 - Present
Job Principal, Financial Planner
Industry Financial Services
Experience
Affiance Financial   1995 - Present

Education
University of St Thomas   1990 — 1995
MBA, Marketing

University of Minnesota - Carlson School of Management   1983 — 1985

Brendan Halleron Brendan Halleron Minneapolis, Minnesota Details
Brendan Halleron's Affiance Financial Experience May 2012 - May 2013
Job Rotational Associate Cargill Risk Management at Cargill
Industry Accounting
Experience
Cargill  July 2014 - Present
Hazeltine National Golf Club  April 2004 - June 2014
Cargill  May 2013 - August 2013
Affiance Financial   May 2012 - May 2013
Target  September 2011 - September 2012
Affiance Financial   January 2011 - May 2012
Spring Hill Golf Club  May 2011 - September 2011
University of Minnesota-Twin Cities  September 2010 - December 2010

Skills
Time Management, Strategy, Microsoft Excel, Accounting, Customer Service, Microsoft Word, Research, Financial Modeling, Financial Analysis, Management, Team Building, Microsoft PowerPoint, Microsoft Access

Education
University of Minnesota - Carlson School of Management   2010 — 2014
Bachelor of Science in Business, Accounting and Finance

Holy Family Catholic High School   2006 — 2010

Caleb Sherman Caleb Sherman New York, New York Details
Caleb Sherman's Affiance Financial Experience May 2011 - August 2011
Job Digital Assistant Merchant Millennial and Impulse Handbags Macy's
Industry Retail
Experience
Macy's  April 2015 - Present
Macy's  February 2015 - April 2015
Macy's  September 2013 - April 2015
The Better Bus, LLC   May 2011 - June 2013
Gap Inc.  August 2012 - April 2013
AJ Bombers   September 2011 - December 2011
Affiance Financial   May 2011 - August 2011

Skills
Social Media, Social Networking, Microsoft Office, Word, Excel, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Facebook, Customer Service, Public Speaking

Education
University of Wisconsin-Madison - School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing

Università Commerciale 'Luigi Bocconi'   2012 — 2012
Marketing

Michael Betz, MBA, CFP® Michael Betz, MBA, CFP® Greater Minneapolis-St. Paul Area Details
Michael Betz, MBA, CFP®'s Affiance Financial Experience 2013 - Present
Job Client Services Director | Affiance Financial
Industry Financial Services
Experience
Affiance Financial   2013 - Present
Betz Consulting   2012 - 2013
AdvisorNet Financial  2010 - 2012
Callahan Financial Planning   2008 - 2010
JNBA Financial Advisors  2008 - 2008
Ameriprise Financial Services, Inc.   2004 - 2008

Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning

Education
Hamline University
M.B.A., Change Management, Business Process Management

University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science

Cynthia Levine Cynthia Levine Richmond, Virginia Area Details
Cynthia Levine's Affiance Financial Experience September 2009 - April 2010
Job CFP®, CPA, EA
Industry Financial Services
Experience
Accredited Investors, Inc.   April 2010 - December 2012
Affiance Financial   September 2009 - April 2010
Self-Employed  1991 - 2009

Skills
Core Competencies:..., Portfolio Management..., Financial Planning..., Cash Management:..., Office Skills:..., Strategic Financial..., Trusts, High Net Worth..., Investment Strategies, Retirement Planning, Financial Advisory, Mutual Funds, Cash Flow, Wealth Management

Education
Carnegie Mellon University
Bachelor of Science (BS), Mechanical Engineering, Public Policy

Seth Meisler, CPA/PFS CFA Seth Meisler, CPA/PFS CFA Greater Minneapolis-St. Paul Area Details
Seth Meisler, CPA/PFS CFA's Affiance Financial Experience May 2007 - Present
Job Principal, Chief Investment Officer
Industry Financial Services
Experience
Affiance Financial   May 2007 - Present
Banc of America Leasing  May 2000 - May 2007
LINC Capital  November 1995 - May 2000

Skills
Asset Allocation, Investments, Investment Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Planning, Financial Modeling, Financial Reporting, Financial Analysis, Asset Managment

Education
DePaul University   1995 — 1999
MBA, Finance

University of Michigan - Stephen M. Ross School of Business   1987 — 1991
BBA, Accounting

Jessica Rand, MBA Jessica Rand, MBA Portland, Oregon Details
Jessica Rand, MBA's Affiance Financial Experience February 2006 - July 2007
Job Office Manager
Industry Marketing and Advertising
Experience
AppNexus  January 2013 - September 2015
Avitus Group  September 2012 - January 2013
University of Phoenix  August 2010 - June 2012
nConnect NW  May 2010 - August 2010
ResCare/WorkSource   October 2009 - March 2010
Wealth Enhancement Group  July 2007 - October 2008
Affiance Financial   February 2006 - July 2007

Skills
Microsoft Excel, PowerPoint, Customer Service, Program Development, Public Speaking, Microsoft Word, Microsoft Office, Non-profits, Research, Event Planning, Outlook, Budget, Marketing, Community Outreach, Social Media, Public Relations, Volunteer Management, Team Building, Strategic Planning, Fundraising, Mac OS X, Higher Education, Human Resources, Analytics, Sales, Budgets, Nonprofits, Organizational..., Recruiting, Leadership Development, Staff Development, Social Networking, Program Management, Teaching, Leadership, Training, Office Management, OS X, Management, Data Entry, Coaching

Education
Minnesota State University, Mankato   2001 — 2005
B.S., Psychology

Villanova University   2009 — 2009
Masters Certificate, Human Resources Management/Personnel Administration, General

University of Phoenix
Master of Business Administration (M.B.A.)

Bryan Vancura Bryan Vancura Greater Minneapolis-St. Paul Area Details
Bryan Vancura's Affiance Financial Experience September 2012 - May 2015
Job Financial Advisor
Industry Financial Services
Experience
GEN Financial Management, Inc.   May 2015 - Present
Affiance Financial   September 2012 - May 2015
Ameriprise Financial Services, Inc.   January 2011 - September 2012

Skills
Retirement Planning, Finance, Financial Planning, Management, Investments, Strategic Financial..., Financial Advisory, PowerPoint, Teamwork, Financial Analysis

Education
Minnesota State University, Mankato   2006 — 2010
Bachelor of Science, Finance

Nicholas Holtz Nicholas Holtz New York, New York Details
Nicholas Holtz's Affiance Financial Experience May 2011 - August 2011
Job Investment Banking Analyst at Peter J. Solomon Company
Industry Financial Services
Experience
Peter J. Solomon Company  July 2014 - Present
Ernst & Young  June 2013 - August 2013
Eagle Valley Bank  July 2012 - August 2012
Affiance Financial   May 2011 - August 2011

Skills
Microsoft Excel, Interpersonal Savvy, Financial Modeling, Microsoft Office, Teamwork, Accounting

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
BBA, Finance & Accounting

Saint Thomas Academy   2006 — 2010

Andrea Jackley Andrea Jackley Greater Minneapolis-St. Paul Area Details
Andrea Jackley's Affiance Financial Experience June 2014 - Present
Job Director of Marketing & Communications at Affiance Financial
Industry Writing and Editing
Experience
Affiance Financial   June 2014 - Present
Home  2007 - Present

Skills
Writing, Editing, Proofreading, Copywriting, Copy Editing, SEO copywriting, Research, SEO, Technical Writing, Blogging, Graphic Design, Social Media Marketing, Social Media, Social Networking, Marketing Communications, Media Relations, Promotions, Dreamweaver, Photoshop, InDesign, Outlook, PowerPoint, Word, Microsoft Office, Facebook, Public Relations, Creative Writing, Press Releases, Wordpress, Illustrator, Teaching, Advertising, Customer Relations, Video, Documentation, Photography, Event Planning, Microsoft Word, Customer Service, Newspapers, Public Speaking, Editorial, Publishing, Publications, Strategic Communications, Corporate Communications, Email Marketing, Content Writing, News Writing, Content Management

Education
Metropolitan State University   2002 — 2007
B.A

Robin Asleson Robin Asleson Greater Minneapolis-St. Paul Area Details
Robin Asleson's Affiance Financial Experience November 2012 - March 2014
Job Market Administrative Leader at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  March 2014 - Present
Affiance Financial   November 2012 - March 2014
Howse & Thompson, PA   January 1995 - November 2012
GrowthPartners International Inc.   May 1995 - June 2010
Vest & Howse, PA   January 1993 - December 1995
PwC  June 1986 - December 1992

Skills
Strategic Planning, Business Planning, New Business Development, Marketing Strategy, Sales Management, Accounting, Management Accounting, Small Business, Management, Strategic Financial..., Financial Analysis, Direct Mail, Facilities Management, Business Relationship...

Education
The University of North Dakota
BS, Accounting

Bill Jadkowski Bill Jadkowski Greater Minneapolis-St. Paul Area Details
Bill Jadkowski's Affiance Financial Experience October 2005 - January 2008
Job Board Member at eQuality Pathways to Potential
Industry Information Technology and Services
Experience
eQuality - Pathways to Potential   February 2011 - Present
Various Companies  February 2009 - Present
Edina Rotary Club   April 2004 - 2013
Affiance Financial   October 2005 - January 2008
Stiles Financial Services   December 2004 - June 2005
AXA Advisors  January 2003 - November 2004
Self-Employed: Investment Management   January 1997 - December 2002
World-Class Imports, Inc.   April 1994 - December 1996
Emerson Electric Co.  October 1987 - January 1994
KWMU Public Radio - St. Louis, MO   1987 - 1989

Skills
Cross-functional Team..., Project Management, Nonprofits, Strategic Financial..., Accounting, Investment Management, Process Improvement, Mergers & Acquisitions, Analysis, Database Design, Non-profits, Systems Analysis, Board of Directors, Budgets, Relational Databases, Software Project..., Strategy, Banking, Management, Partnerships, End-User and Systems..., Financial Planning, Non-profit Fund..., Strategic Partnerships, Finance, Fundraising, Board Membership, Non-profit Management, Strategic Partnership..., Human Resources

Education
Cornell University - S.C. Johnson Graduate School of Management   1977 — 1979
M.B.A., Systems/Finance

University of Chicago   1975 — 1977
A.M. (A.B.D.), Information Theory

Washington University in St. Louis   1969 — 1973
A.B., Political Science/History

Yale University - Summer Language Institute   1976 — 1976
First year German

American College   2006 — 2007
Certificate in Financial Planning

Darik Hoff Darik Hoff Greater Minneapolis-St. Paul Area Details
Darik Hoff's Affiance Financial Experience February 2008 - February 2010
Job LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds  February 2010 - Present
Affiance Financial   February 2008 - February 2010
Wells Fargo  January 2006 - February 2008

Education
University of Miami - School of Business
Master of Science (MS), Finance, General

North Dakota State University
Bachelor of Science (BS)