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FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

COLORADO SPRINGS, CO · CRD 109036 · IAPD ↗ · 719-478-7036

$905.2MRegulatory AUM
12Advisory reps
23Employees
8Clients
11-25Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2025 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC reported RAUM up 70% ($563.8M -> $956.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
October 2024 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
October 2024 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — FIRST AFFIRMATIVE FINANCIAL NETWORK LLC shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.