Karen Roehrich, financial advisor Wayzata MN
93 score

Karen Roehrich

CRD 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 9 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
New Era Financial Advisors, Inc. Wayzata, MN Jan 2010 - Current 6
New Era Financial Group, Inc. Wayzata, MN Jan 2010 - Current 6
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
Contact Info for Karen E. Roehrich
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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