DL
CFP
DL
CFP

Daniel Zavie Lear

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is an Investment Advisor Representative at Affiance Financial, LLC, dedicating full-time hours to this role. He is also a direct owner of Zavie, LLC, a holding company for his membership interest in Affiance Financial, LLC, requiring minimal time. Additionally, Daniel serves on the Board of Directors for Best Prep Board, a non-investment related activity focused on student literacy, spending minimal time on this.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 7 mos
Private Client Services, LLCBroker
May 2017 - Present · 8 yrs 9 mos
Affiance Financial LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2016 - May 2017 · 11 mos
Cetera Advisor Networks LLCBroker
November 2015 - May 2017 · 1 yr 6 mos
State Registrations23 states
AZCACOCTDCFLILKSMAMIMNMTNCNENVNYOHORPARITXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Zavie Lear - Financial Advisor | TrueAdvisor