Karen RoehrichCRD Number: 5279722
Current Firm: New Era Financial Advisors, Inc.
Karen Roehrich (CRD# 5279722) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 10 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|J.w. Cole Financial, Inc.||Wayzata, MN||May 2013 - Current||4|
|New Era Financial Advisors, Inc.||Wayzata, MN||Jan 2010 - Current||7|
|New Era Financial Group, Inc.||Wayzata, MN||Jan 2010 - Current||7|
|Famous Dave's||Mankato, MN||Sep 2006 - Current||11|
|Financial Advisers Of America, LLC||Carlsbad, CA||Jan 2010 - May 2013||3|
|Metropolitan Life Insurance Company||Bloomington, MN||Jan 2007 - Jan 2010||3|
|Metlife Securities, Inc.||Bloomington, MN||Jan 2007 - Jan 2010||3|
|Minnesota State University||Mankato, MN||Aug 2001 - Dec 2006||5|
|The Landing||Cook, MN||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
Total Assets Under Management431MILLIONS
Total Number of Accounts1,452ACCOUNTS
Average Account Value$296,537
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MN, NE, TX, WI
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