Grant
Lindaman
New Era Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Grant Lindaman is a financial advisor working out of Wayzata, Minnesota with a total of 9 years of industry experience. Lindaman works at New Era Financial Advisors, Inc. Their career trajectory has included roles at Financial Advisers Of America, LLC, New Era Financial Advisor, Inc, J.W. Cole Financial, Inc and New Era Financial Group, In.C. Lindaman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and Texas. New Era Financial Advisors, Inc is a registered investment company operating out of Wayzata, MN. The company has a total of 11 employees. It administers $964 million in total assets among its 2,762 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 2,762 accounts, 47% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on which service is offered. However, fee types billed by New Era Financial Advisors, Inc likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Grant Lindaman Work History
Grant has been registered as a financial advisor for 9 years.*
J.W. Cole Financial, Inc
Financial Advisers Of America, LLC
New Era Financial Advisor, Inc
New Era Financial Group, In.C
*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 Grant Lindaman 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
