Shad Ketcher, financial advisor Wayzata MN

Shad Ketcher

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Shad R. Ketcher
Phone Number: 952-473-1116
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,023
    MILLIONS
  • Total Number of Accounts
    2,540
    ACCOUNTS
  • Average Account Value
    $402,878
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
Types of Clients
Registered States

AZ, CA, FL, IL, LA, MI, MN, ND, NE, SD, TX, WI

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