Craig
Meuer
New Era Financial Advisors, Inc
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About this Advisor
Craig Meuer is a financial advisor operating out of Wayzata, Minnesota with a total of 9 years of industry experience. Meuer is an advisor for New Era Financial Advisors, Inc. Throughout their career, they have worked at New Era Financial Advisors, Inc, Financial Advisers Of America, LLC, J.W. Cole Advisors, Inc, New Era Financial Group, Inc and J.W. Cole Financial, Inc. Meuer holds a Series 63 license, which qualifies them as a securities agent, and can work in Minnesota. New Era Financial Advisors, Inc is a registered investment firm based in Wayzata, MN. The firm has a total of 11 advisors. It manages $964 million in assets under management across its 2,762 customer accounts, making it one of the larger firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 2,762 customer accounts, 47% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. New Era Financial Advisors, Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services are provided. Fee types billed by New Era Financial Advisors, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Era Financial Advisors, Inc Brokerage Details
$964,395,636
11
2,762
$349,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Craig Meuer Work History
Craig has been registered as a financial advisor for 9 years.*
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
New Era Financial Advisors, Inc
New Era Financial Group, Inc
Financial Advisers Of America, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Meuer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Era Financial Advisors, Inc
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
Wayzata, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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