Unclaimed Profile

Donald Alan Warner

NEW ERA FINANCIAL ADVISORS, INC·WAYZATA, Minnesota

SIE, Series 1, Series 7TO, Series 24, Series 63, Series 65ChFCClean record12 years registeredNEW ERA FINANCIAL ADVISORS, INC

801 TWELVE OAKS CENTER DRIVE, WAYZATA, MN 55391CRD# 459120Firm CRD# 110603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Alan Warner · WAYZATA, MN

Registration

CRD #459120 · NEW ERA FINANCIAL ADVISORS, INC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW ERA FINANCIAL ADVISORS, INC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2023 – Aug 2025

MINNETONKA, MN

NEW ERA FINANCIAL ADVISORS, INC.

Jan 2014 – May 2023

WAYZATA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · January 14, 2014

Years registered · 12

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW ERA FINANCIAL ADVISORS, INC

CRD 110603 · SEC 801-26809

AUM

$964M

Regulatory assets under management

Employees

2,762 client accounts

Services offered by NEW ERA FINANCIAL ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW ERA FINANCIAL ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Donald Alan Warner offer?

Donald Alan Warner specializes in Financial Planning, Investment Management.

What are Donald Alan Warner's credentials?

Donald Alan Warner holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Alan Warner located?

Donald Alan Warner is based in WAYZATA, Minnesota, last registered with NEW ERA FINANCIAL ADVISORS, INC.

How does Donald Alan Warner charge for services?

Donald Alan Warner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW ERA FINANCIAL ADVISORS, INC?

NEW ERA FINANCIAL ADVISORS, INC has approximately 11 employees and manages $964M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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