Werner Financial
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 315220
- Registered since
- March 27, 2025
- Website
- www.wernerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.84%
- Individuals27.89%
- Pension & Profit Sharing Plans9.77%
- Other4.2%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Werner Financial is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, alongside pension consulting services and insurance brokerage. The firm is SEC-registered (year 2025) and structures client fees through a mix of percentage-of-AUM billing, hourly charges and fixed fees. Werner Financial does not operate as a capital allocator; instead it implements client strategies using external managers and packaged investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds18%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities2%
Contacts
2 of 2
Curtis Reeser
Investment Advisor RepresentativeCRD 6353918
Jason Werner
FounderCRD 5926676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 4022 E Southport Rd
- Time zone
- ET (UTC-5)
- Office locations
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