New Era Financial Advisors, Inc.

New Era Financial Advisors, Inc. (CRD# 110603) is a financial advisory firm headquartered in Wayzata, MN. They manage $732,783,123 in 2,021 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    733
    MILLION
  • Total Number of Accounts
    2,021
    ACCOUNTS
  • Average Account Value
    $362,584
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
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, MI, MN, ND, NE, TX, WI

Financial Advisors at New Era Financial Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Dennis P. Houlton
CRD#: 1316321
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Dennis Houlton (CRD# 1316321) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 36 years of experience in the finance industry.

2
Benjamin M. Johnson
CRD#: 2646750
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Benjamin Johnson (CRD# 2646750) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 25 years of experience in the finance industry.

3
Shad R. Ketcher
CRD#: 2684383
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Shad Ketcher (CRD# 2684383) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 24 years of experience in the finance industry.

4
Eugene T. Larkin
CRD#: 2622825
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Eugene Larkin (CRD# 2622825) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 25 years of experience in the finance industry.

5
Grant F. Lindaman
CRD#: 1076811
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Grant Lindaman (CRD# 1076811) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 38 years of experience in the finance industry.

6
Geoffrey L. London
CRD#: 312077
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Geoffrey London (CRD# 312077) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 36 years of experience in the finance industry.

7
Craig C. Meuer
CRD#: 2412084
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Craig Meuer (CRD# 2412084) 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.

8
Karen E. Roehrich
CRD#: 5279722
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Karen Roehrich (CRD# 5279722) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 13 years of experience in the finance industry.

9
Donald A. Warner
CRD#: 459120
801 Twelve Oaks Center Drive, Suite 826, Wayzata, MN 55391

Donald Warner (CRD# 459120) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 31 years of experience in the finance industry.

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