Karen Elizabeth Roehrich

Current Employers

Employment History

• 05/2013 → 05/2023
  J.W. Cole Financial, Inc.
  Wayzata, MN
• 01/2010 → 05/2023
  New Era Financial Advisors, Inc.
  Wayzata, MN
• 01/2010 → 05/2023
  New Era Financial Group, Inc.
  Wayzata, MN
• 05/2023 → 06/2025
  Lpl Financial Llc
  Wayzata, MN
• 05/2023 → Present
  Wealth Enhancement Advisory Services
  Minnetonka, MN
• 05/2023 → Present
  Wealth Enhancement Group
  Minnetonka, MN
• 05/2023 → Present
  Wealth Enhancement Brokerage Services
  Minnetonka, MN

Previous Registrations

• 2014-01-22 → 2023-05-31
  New Era Financial Advisors, Inc.
  Wayzata, MN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 05/01/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Wealth Enhancement Advisory, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Investment Related - Minnetonka, MN - Fixed Insurance - Financial Advisor - Start Date: 11/2025 - 1 Hour Spent Per Month, 0 Hours Spent During Trading Hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-23

Other Names

• Kari Beth Shermer
• Karen Shermer
• Karen Elizabeth Roehrich
• Karen Elizabeth Shermer