A complete list of active advisors currently associated with Werner Financial
Warmer can help you find a great advisor at Werner Financial or one who fits your needs even better.
Werner Financial provides discretionary and non-discretionary asset management, one-time and ongoing financial planning, and bookkeeping services to individuals (including high-net-worth clients), trusts, estates, corporations and business entities. The firm also advises ERISA-qualified retirement plans and lists other investment-adviser or institutional-type clients among its client types, in addition to offering services commonly found at similar firms such as portfolio management for individuals. The firm tailors portfolios and plans to each client’s stated goals, time horizon and risk tolerance using fundamental and technical analysis, documented investment policy statements, and regular monitoring and rebalancing. For retirement plans it can act as either a limited-scope ERISA 3(21) adviser or as a discretionary ERISA 3(38) investment manager, with periodic reporting and IPS-driven oversight. Distinctive features noted in the brochure include that an owner is also a licensed insurance agent who spends approximately 10% of his time on insurance activities and may receive commission compensation (a disclosed conflict of interest), and that the firm offers monthly bookkeeping for business owners via QuickBooks Online. The brochure also notes operational practices that differ from some peers — the firm recommends Charles Schwab as custodian, may receive research or other benefits tied to client transactions, and does not vote client proxies, leaving proxy voting to clients.
To learn more about the advisors currently working at Werner Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 11
| |
Indianapolis, IN
| 13
|
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