NEW ERA FINANCIAL ADVISORS, INC
Legal name: NEW ERA FINANCIAL ADVISORS, INC.
CRD #110603 SEC #801-26809 WAYZATA, MN 952-473-1116
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
11
Clients
1
Accounts
2,540
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- May 2, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| NEW ERA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, F | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | PRESIDENT | D | Control |
| LINDAMAN, GRANT, FREDERICK | I | PRESIDENT | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO | D | Control |
| WARNER, DONALD, ALAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, DONALD, ALAN | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| KETCHER, SHAD, RAY | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| LINDAMAN, GRANT, F | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
| WARNER, DONALD, ALAN | I | NEW ERA FINANCIAL HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
May 2, 2022 REGISTERED
Notice Filings (12)
AZ CA FL IL LA MI MN ND NE SD TX WI
Address
801 TWELVE OAKS CENTER DRIVESUITE 826
WAYZATA, MN 55391
United States
Phone: 952-473-1116