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NEW ERA FINANCIAL GROUP, INC. Superior Service is Timeless
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| New Era Financial Advisors, Inc. |
| 801 Twelve Oaks Center Drive |
| Suite 826 |
| Wayzata, MN 55391 |
| Phone: (952) 473-1116 |
| Fax: (952) 473-3129 |
| mail@newerafinancial.com |
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Our Team
Donald A. Warner,
MSFS, CLU, ChFC Chairman of
the Board Chief Executive Officer
Co-founder | |
Mr. Warner began his financial planning career in
1975 after graduating from the University of Minnesota
Carlson School of Management. In 1976, Mr. Warner began
his partnership with Mr. Grant Lindaman, which has
extended over a quarter century. Mr. Warner specializes
in asset management, estate planning, and wealth
management.
Mr. Warner co-founded New Era Financial Group, Inc.
in 1982 and New Era Financial Advisors, Inc. in 1986.
Along with Mr. Lindaman, Mr. Warner also co-founded The
China Fund, Inc. and the Emerging China Fund L.P. in
1989 and 1992 respectively. Mr. Warner manages both of
these funds which were among the first in the nation to
offer investors the opportunity to invest in China and
Hong Kong.
Mr. Warner earned his CLU (Chartered Life
Underwriter) designation in 1977 and his ChFC (Chartered
Financial Consultant) designation in 1983. Subsequently,
Mr. Warner earned his MSFS (Masters of Science in
Financial Services) degree in 1987 and his MSM (Masters
of Science in Management) degree in
1989. |
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Grant F.
Lindaman President |
Mr. Lindaman began his financial planning career in
1975, after graduating from Arizona State
University. In 1976 he began his partnership with
Mr. Donald Warner, which has continued for nearly three
decades.
Mr. Lindaman co-founded New Era Financial Group, Inc.
in 1982 and New Era Financial Advisors, Inc. in 1986
along with Mr. Warner. Mr. Lindaman also
co-founded the China Fund, Inc. and Emerging China Fund
L.P. in 1989 and 1992 respectively.
Over the last thirty years Grant has gained valuable
insights as to what constitutes progress from a
financial planning perspective. While working with
high net worth clients from across the country it has
become apparent that experienced objective advice can
make a significant impact on clients financial
path.
Today Grant enjoys bringing his 30 years of
experience to a long term relationship with his
clients. Examining alternatives and communicating
the possibilities. |
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Geoff London has been helping families and
individuals make sound long-term financial and
investment decisions for over 30 years. His
experience in the investment industry includes his time
as investment consultant, portfolio manager, and branch
manager. He enjoys exploring priorities, values,
goals, and legacy ambitions with each client.
Topics covered include planning for retirement,
education for children and grandchildren, and giving to
individuals and organizations.
As part of an advisory network that includes
attorneys, accountants, portfolio managers, and
specialized insurance professionals, Geoff co-ordinates
the team of professionals who serve the frequently
complex needs of investors. He has been an
associate member of the Twin Cities Association of
Investment Analysts (AIMR) since 1988 and he has been
affiliated with New Era Financial Group since
1993.
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Shad Ketcher is a hard
working, knowledgeable and dedicated financial planner
who fully enjoys helping
people work toward their significant life
goals and makes sound decisions about their
money.
Shad cares about his clients; and wants
them to do well. He works hard to find new and
creative strategies to help
people work toward their financial goals.
He has helped many people to get started on the
road to financial independence. He has helped
others who have done well to finish well. Shad
believes that we all need a trusted advisor to help us
to stay the course and remain committed to long term
strategic plan.
Shad grew up in Central Minnesota
and served in the US Army. After his tour of duty
he returned to Minnesota and graduated from St. Cloud
State University with a degree in business. He
supported himself through college by running his own
business. He learned the value of hard work,
money, and what it takes to be successful in business.
Today Shad runs his own business in affiliation
with New Era Financial Group Inc., one of the premier
financial planning organizations in the region!
Shad lives and works in Hutchinson, Minnesota, and
serves clients and businesses throughout the state of
Minnesota. He is married and the father of two
daughters and a son.
Shad wants his clients to
know that he values a relationship of mutual respect and
trust. He works hard to make his clients plans work over
the long term. These plans often include a worry
free and dignified retirement; insuring that your
children and grandchildren can have the opportunities
you desire; and creating and passing on significant
wealth to the people and organizations that you
value. |
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Gene graduated with an economics degree from Columbia
University in 1984. After graduating Gene played
10 years with the Minnesota Twins and was a member of
their World Series Championship teams of 1987 and
1991. Gene joined New Era Financial in 1994 where
he specializes in asset and wealth
management. |
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Craig grew up in Bismarck, North Dakota. He
moved to Minneapolis in 1986. From 1987 to 1993 he
worked in the mechanical engineering industry. In
1993 Craig received his series 7 and 63 FINRA
licenses and went to work with RJ Steichen as a stock
broker.
Craig built his business cold calling small business
owners. He specialized in building small cap
growth stock portfolios. Craig also gained
experience trading bonds as well as using option
strategies. He participated in private funding of
companies. After working as a stock broker for
five years Craig realized his clients needed more than
an aggressive portfolio of small cap growth
stocks. His clients needed help with life
planning.
In October of 1998 he joined New Era Financial Group
to become a financial planner. In January of 1999
he received his life and health insurance license.
Over the past years he has became knowledgeable in all
the different areas of financial planning. For
example he can help determine how much money you need to
put your kids through college, how hard your assets have
to work to have a worry free retirement, or what you
need to do to reduce your estate tax liability.
His clients range from those just getting started in
the workforce to walking alongside people during
retirement. A typical goal of clients just getting
started is accumulating your first $100,000. A
typical issue handled during retirement is how do you I
grow my retirement money without worrying about losing
it.
Craig is single and has lived in Richfield since
1993. When hes finally done fixing up his house
he will probably sell it. He enjoys fellowship at
church and spending time with his dogs Rudy and
Abbe. He especially enjoys hunting with Abbe,
fishing, watching sports, playing fantasy sports and an
occasional beer. |
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Mr. Johnson obtained a B.A. at Greenville
College in 1993 and became a FINRA Registered
Representative in 1995, the same year he joined New
Era Financial. Ben enjoys helping clients analyze
and specify their individual needs, set goals, and
implement the steps necessary to meet their long-term
objectives.
Ben grew up in Illinois and currently lives in
Minnetonka with his wife, Michelle, and their two
young children, Peter and
Grace. |
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Information relating to securities is intended for use by individuals residing in AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, ND, NE, NM, NV, NY, OH, OR, SC, SD, TX, VA, WI, WY. Information relating to advisory services may be offered through this website to residents of MN and FL only. New Era Financial Advisors, Inc. is a Registered Investment Advisor.
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| © Copyright 2009 New Era Financial Advisors, Inc. All Rights Reserved. |
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