Unclaimed Profile

Grant F Lindaman

NEW ERA FINANCIAL ADVISORS, INC·WAYZATA, Minnesota

SIE, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredNEW ERA FINANCIAL ADVISORS, INC

801 TWELVE OAKS CENTER DRIVE, WAYZATA, MN 55391CRD# 1076811Firm CRD# 110603

Profile Verification

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

Identity

Grant F Lindaman · WAYZATA, MN

Registration

CRD #1076811 · NEW ERA FINANCIAL ADVISORS, INC · 13 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Jun 2023 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2023 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2023 – May 2023

WAYZATA, MN

NEW ERA FINANCIAL ADVISORS, INC.

Jan 2013 – May 2023

WAYZATA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 31, 2013

Years registered · 13

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 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.

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