Claim Profile
GL

Grant F Lindaman

NEW ERA FINANCIAL ADVISORS, INC·WAYZATA, Minnesota
Unclaimed Profile
801 TWELVE OAKS CENTER DRIVE, WAYZATA, MN 55391CRD# 1076811Firm CRD# 110603
01

About

Grant F Lindaman is a registered financial advisor based in WAYZATA, Minnesota, affiliated with NEW ERA FINANCIAL ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW ERA FINANCIAL ADVISORS, INC
NEW ERA FINANCIAL ADVISORS, INC.
AUM
$964M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1076811
Firm CRD# 110603
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAYZATA?

Browse all registered financial advisors in WAYZATA, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Grant F Lindaman offer?
Grant F Lindaman specializes in Financial Planning, Investment Management. Contact their office in WAYZATA, Minnesota for a consultation.
What are Grant F Lindaman's credentials?
Grant F Lindaman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant F Lindaman located?
Grant F Lindaman is based in WAYZATA, Minnesota, working with NEW ERA FINANCIAL ADVISORS, INC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.
How does Grant F Lindaman charge for services?
Grant F Lindaman'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty