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ChFC
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ChFC

Steven Lear

Private Client Services, LLC
46 Years of Experience
St. Louis Park, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Steven Lear is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in St. Louis Park, MN, with 46 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
679 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$1M+1.25%

Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven is involved in various business and volunteer activities, including serving as an advisory representative for Affiance Financial, LLC (taking nearly full-time), and CEO of Affiance Financial, Inc. He also dedicates time to promoting financial literacy, serving on boards, and fundraising for various organizations.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 7 yrs 3 mos
Private Client Services, LLCBroker
May 2017 - Present · 9 yrs 5 mos
Affiance Financial LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2008 - May 2017 · 9 yrs 1 mo
Cetera Advisor Networks LLCBroker
November 1993 - May 2017 · 23 yrs 6 mos
Aam Securities, INC.Broker
October 1985 - November 1993 · 8 yrs 1 mo
Ids Life Insurance CompanyBroker
May 1980 - October 1985 · 5 yrs 5 mos
Ids Financial Services INC.Broker
May 1980 - October 1985 · 5 yrs 5 mos
Ids Marketing CorporationBroker
May 1980 - October 1985 · 5 yrs 5 mos
State Registrations28 states
AZCACOCTDCFLGAILKSMAMDMIMNMTNCNENVNYOHOKORPARISDTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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