Werner Financial
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 315220
- SEC number
- 801-132269
- Firm type
- RIA
- Assets under management
- $152.4M as of Jan 12, 2026
- Website
- www.wernerfinancial.com ↗
- Phone
- 317-735-9202
- Address
- 4022 E Southport Road, Indianapolis, IN, 46237
Advisors at this firm
2 in our index · page 1 of 1
-
Curtis Matthew ReeserCRD 6353918 · Indianapolis, INIA RegisteredRegistration inactive
-
Jason Michael WernerCRD 5926676 · Indianapolis, INIA RegisteredRegistration inactive
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 315220 ↗
FINRA BrokerCheck record for firm CRD 315220 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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