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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| OR | RA | APPROVED | 2019-01-10 |
Branch Locations
696 Mcvey Avenue #201, Lake Oswego, OR 97034 • United States
Lake Oswego, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Portland | OR | 10/2010 | 12/2018 |
| Commonwealth Financial Network | San Diego | CA | 01/2019 | Present |
| Werner Financial Group, Llc | Lake Oswego | OR | 01/2019 | Present |
1. Co-owner, Werner Financial Group, LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; Located in Lake Oswego, OR; as of 10/23/2018; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 10/24/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. 20% Co-owner of family entity created for the purpose of holding family investments and owning 4 properties located in Carmel, CA, Jackson WY, and Teton Village, WY. 4. Board of Directors, Epsilon Technology Corp, Located at 3975 south Highway 89, Jackson WY 83001 as of 10/23/2018; Approximately less than 5% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 5. Owner of rental property located in Government Camp, OR, as of 9/14/2021; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-18 |
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