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Christopher Werner

Commonwealth Financial Network
24 Years of Experience
Lake Oswego, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Werner is a registered investment advisor at Commonwealth Financial Network, based in Lake Oswego, OR, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

696 McVey Avenue, #201, Lake Oswego, OR, 97034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a co-owner of Werner Financial Group, LLC, facilitating securities, advisory, and insurance business, taking nearly full-time hours. He also sells fixed insurance, dedicating minimal time, and co-owns a family entity holding investments and properties. Additionally, Christopher serves on the Board of Directors for Epsilon Technology Corp and owns rental property.

Employment History
Current Registrations
Commonwealth Financial Network
January 2019 - Present · 7 yrs 9 mos
Commonwealth Financial Network
January 2019 - Present · 7 yrs 9 mos
Commonwealth Financial NetworkBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2010 - January 2019 · 8 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - January 2019 · 8 yrs 3 mos
AXA Advisors, LLC
January 2003 - October 2010 · 7 yrs 9 mos
AXA Advisors, LLCBroker
June 2002 - October 2010 · 8 yrs 4 mos
State Registrations20 states
AKAZCACOGAIDKYMIMNNJNMNVOHORTNTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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