NEW ERA FINANCIAL ADVISORS, INC

NEW ERA FINANCIAL ADVISORS, INC.
WAYZATA, Minnesota·3 registered advisors·CRD# 110603
SEC# 801-268091952-473-1116
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 PlanningInvestment Management
04

Advisors at NEW ERA FINANCIAL ADVISORS, INC

3 registered advisors
Donald Alan Warner
WAYZATA, Minnesota
Grant F Lindaman
WAYZATA, Minnesota
Shad Ray Ketcher
WAYZATA, Minnesota
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.