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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
Branch Locations
14607 San Pedro Ave Suite 290, San Antonio, TX 78232 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Antonio | TX | 12/2014 | 01/2025 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 04/2017 | 01/2025 |
| Kestra Investment Services Llc | San Antonio | TX | 01/2025 | Present |
| Kestra Private Wealth Services | San Antonio | TX | 01/2025 | Present |
Name: PLANWELL PRIVATE WEALTH SERVICES POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/15/2025 ADDRESS: 14607 San Pedro Avenue, Suite 290, San Antonio TX 78232, United States DESCRIPTION: Providing financial guidance, financial planning, and investment management. Name: WERNER PRIVATE WEALTH HOLDINGS, LLC POSITION: President NATURE: LLC for business operating expenses INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/22/2026 ADDRESS: 8530 Low Creek, San Antonio TX 78255, United States DESCRIPTION: Day to day operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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