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NEW ERA FINANCIAL ADVISORS, INC
NEW ERA FINANCIAL ADVISORS, INC
NEW ERA FINANCIAL ADVISORS, INC.
WAYZATA, Minnesota
·
3 registered advisors
·
CRD# 110603
SEC# 801-26809
1
952-473-1116
01
Firm Overview
AUM
$964M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at NEW ERA FINANCIAL ADVISORS, INC
3 registered advisors
Donald Alan Warner
WAYZATA, Minnesota
CRD# 459120
Grant F Lindaman
WAYZATA, Minnesota
CRD# 1076811
Shad Ray Ketcher
WAYZATA, Minnesota
CRD# 2684383
05
Office Locations
WAYZATA, Minnesota
3 advisors
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Data sourced from SEC Form ADV filings. NEW ERA FINANCIAL ADVISORS, INC (CRD# 110603) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.