David Werner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Neenah, WI, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
124 West Wisconsin Avenue Suite #240-A, [Satelite], Neenah, WI, 54956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David has 100% ownership of Werner Wealth Management LLC since 2018. He dedicates a full-time commitment to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Benefitscorp Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Janus Distributors, INC.Broker
State Registrations17 states
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