Stewart Werner is a CFP-designated registered investment advisor, based in San Antonio, TX, with 10 years of industry experience.
Location
14607 San Pedro Ave, Suite 290, San Antonio, TX, 78232
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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
Stewart is a Managing Director at Planwell Private Wealth Services, providing financial guidance, planning, and investment management. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations19 states
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