Michael Nathan Fishman
Investment adviser representative at Affiance Financial LLC
10 yearsExperience
2 statesRegistered in
$1.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Private Client ServicesJun 2022 to now
- Affiance Financial LLCJan 2022 to now
- Ernst & YoungAug 2016 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, MN).
Affiance Financial LLC
$1.4BAssets managed
1,183Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6343195
- Firm CRD
- 113200