Curtis Reeser is a registered investment advisor at Werner Financial, based in Indianapolis, IN, with 11 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 955 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4022 E Southport Road, Indianapolis, IN, 46237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Curtis is an insurance agent with JCM Strategic Wealth Partners LLC dba Werner Financial, selling insurance since January 2024. This activity requires minimal time.
Employment History
Current Registrations
Werner Financial
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.