New Era Financial Advisors, Inc.

New Era Financial Advisors, Inc. (CRD# 110603) is a financial advisory firm headquartered in Wayzata, MN. They manage $430,571,476 in 1,452 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MN, NE, TX, WI

Financial Advisors at New Era Financial Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Donald A. Warner
CRD#: 459120
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
96
Wealthminder
score

Donald Warner (CRD# 459120) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 27 years of experience in the finance industry.

2
Dennis P. Houlton
CRD#: 1316321
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Dennis Houlton (CRD# 1316321) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 32 years of experience in the finance industry.

3
Benjamin M. Johnson
CRD#: 2646750
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Benjamin Johnson (CRD# 2646750) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 21 years of experience in the finance industry.

4
Shad R. Ketcher
CRD#: 2684383
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Shad Ketcher (CRD# 2684383) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 21 years of experience in the finance industry.

5
Eugene T. Larkin
CRD#: 2622825
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Eugene Larkin (CRD# 2622825) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 21 years of experience in the finance industry.

6
Grant F. Lindaman
CRD#: 1076811
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Grant Lindaman (CRD# 1076811) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 34 years of experience in the finance industry.

7
Geoffrey L. London
CRD#: 312077
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Geoffrey London (CRD# 312077) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 32 years of experience in the finance industry.

8
Craig C. Meuer
CRD#: 2412084
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

Craig Meuer (CRD# 2412084) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 23 years of experience in the finance industry.

9
Karen E. Roehrich
CRD#: 5279722
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.