Shad KetcherCRD Number: 2684383
Current Firm: New Era Financial Advisors, Inc.
Shad Ketcher (CRD# 2684383) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 26 years of experience in the finance industry.
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|J.w. Cole Advisors, Inc.||Tampa, FL||Jan 2014 - Current||8|
|J.w. Cole Financial, Inc.||Hutchinson, MN||May 2013 - Current||9|
|New Era Financial Advisors, Inc.||Wayzata, CA||Mar 1999 - Current||23|
|New Era Financial Group, Inc.||Wayzata, MN||Mar 1999 - Current||23|
|Financial Advisers Of America, LLC||Carlsbad, CA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,023MILLIONS
Total Number of Accounts2,540ACCOUNTS
Average Account Value$402,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, LA, MI, MN, ND, NE, SD, TX, WI
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