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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2021
- Office Locations
- 1
Office Locations
About Werner Financial
Werner Financial is an Indianapolis-based boutique advisory led by fiduciary financial planner Jason Werner. The team provides holistic planning and portfolio management across retirement plans (including 401(k)s), insurance, Social Security/pension, and estate considerations, with an emphasis on risk management and clear, step-by-step guidance. Portfolios are often implemented using ETFs and mutual funds, and clients can assess risk via the firm’s Riskalyze tool.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON MICHAEL WERNER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5926676
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CURTIS MATTHEW REESER
Financial Advisor
- CRD
- #6353918
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,568,375 | $121,255 |
| Non-Discretionary | $873,990 | $72,833 |
| Total | $152,442,365 | $120,794 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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