Trent Joseph Werner

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  Fisher Investments
  Camas, WA
• 01/2019 → 09/2025
  Uptown Properties
  Portland, OR
• 10/2018 → 01/2019
  Premiere Property Group
  Lake Oswego, OR
• 03/2016 → 10/2018
  Jp Morgan Chase Bank
  Portland, OR

Other Businesses

Werner Real Estate, LLC - Personal LLC for personal real estate holdings, and TWERN, LLC that was for real estate sales. Both would be deemed investment related according to the list provided above. I own both LLCs. Both LLCs get about 2 hours per month devoted to them and the time devoted is on the weekends and evenings. Werner Real Estate, LLC is a holding company for my real estate investments. TWERN, LLC was set up for real estate brokerage activities when I was a full-time real estate broker.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-06