Tanner Steele
Investment adviser representative at Affiance Financial LLC
10 yearsExperience
1 stateRegistered 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.
- Affiance Financial LLCAug 2019 to now
- Private Client ServicesAug 2019 to now
- ZorbazMay 2019 to Jul 2019
- Buffalo Wild WingsJan 2019 to May 2019
- Unemployed-full Time StudentAug 2018 to Dec 2018
- First Security BankMay 2018 to Aug 2018
- ZorbazMay 2018 to Aug 2018
- U.S. BankJan 2018 to May 2018
- Vista FleetMay 2017 to Aug 2017
- Canal Park LiquorJan 2017 to May 2018
- Sammy's PizzaAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7174481
- Firm CRD
- 113200