New Era Financial Advisors, Inc.
New Era Financial Advisors, Inc. (CRD# 110603) is a financial advisory firm headquartered in Wayzata, MN. They manage $1,023,309,556 in 2,540 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,023MILLION
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Total Number of Accounts2,540ACCOUNTS
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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
Dennis Houlton (CRD# 1316321) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 37 years of experience in the finance industry.
Benjamin Johnson (CRD# 2646750) 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.
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.
Eugene Larkin (CRD# 2622825) 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.
Grant Lindaman (CRD# 1076811) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 39 years of experience in the finance industry.
Geoffrey London (CRD# 312077) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 37 years of experience in the finance industry.
Craig Meuer (CRD# 2412084) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 28 years of experience in the finance industry.
Karen Roehrich (CRD# 5279722) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 15 years of experience in the finance industry.
Donald Warner (CRD# 459120) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 33 years of experience in the finance industry.
Adam Elliott (CRD# 7111981) is an Investment Advisor Representative working at New Era Financial Advisors, Inc. in Wayzata, MN and has over 2 years of experience in the finance industry.