Dennis Houlton, financial advisor Wayzata MN
93 score

Dennis Houlton

CRD Number: 1316321
Current Firm: New Era Financial Advisors, Inc.

Dennis Houlton (CRD# 1316321) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Wayzata, MN May 2013 - Current 3
Financial Advisers Of America, LLC Carlsbad, CA Sep 2009 - Current 7
New Era Financial Advisors, Inc. Wayzata, ME Jan 1986 - Current 30
New Era Financial Group Wayzata, MN Jun 1984 - Current 32
Mutual Service Corporation West Palm Bech, FL Mar 1999 - Sep 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Dennis P. Houlton
Phone Number: 952-473-1116
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    431
    MILLIONS
  • Total Number of Accounts
    1,452
    ACCOUNTS
  • Average Account Value
    $296,537
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, MN, NE, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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