Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.
April 26, 2023
Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.
- Buyers
- Wealth Enhancement Group
- Targets
- New Era Financial Advisors, Inc.
- Sellers
- Donald Warner, Grant Lindaman, Shad Ketcher
- Industry
- Financial Services
- Location
- Minnesota, United States
- Transaction Type
- Buyout
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