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||10|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.