Margo Werner

Employer firm

44 Wealth Management LLC CRD 309647

$487M regulatory AUM 150 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2020 → Present
  44 Wealth Management Llc
  Eugene, OR
• 08/2016 → 05/2020
  Colgate University
  Hamilton, NY
• 05/2017 → 08/2017
  Kenmore Air Harbor, Inc.
  Seattle, WA
• 08/2017 → 05/2018
  Office Of Residential Life Colgate University
  Hamilton, NY
• 05/2018 → 08/2018
  Bank Of America Merrill Lynch
  Fort Worth, TX
• 12/2018 → 01/2019
  Bank Of America Merrill Lynch
  Eugene, OR
• 05/2019 → 08/2019
  Bank Of America Merrill Lynch
  Eugene, OR
• 08/2019 → 03/2020
  Office Of Residential Life Colgate University
  Hamilton, NY
• 05/2020 → 08/2020
  N/A
  Eugene, OR

Other Businesses

Marist Catholic High School Foundation, Not investment Related, Eugene, OR, Educational Organization, Board Member, 09/2024, 0 hours during trading hours, 2 hours total, Board Member supporting the operations of the group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-18

Designations

• Certified Financial Planner

Other Names

• Margo L Werner