Bradley William Werner

Current Employers

Employment History

• 09/2003 → 10/2017
  National Planning Corporation
  Chesterton, IN
• 10/2017 → 12/2023
  Securities America, Inc.
  Chesterton, IN
• 10/2017 → 12/2023
  Securities America Advisors
  Chesterton, IN
• 12/2023 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 12/2023 → Present
  Private Client Services
  Naples, FL

Previous Registrations

• 2017-10-19 → 2023-12-21
  Securities America Advisors, Inc.
  Chesterton, IN
  Bonita Springs, FL
  Porter, IN
  Chesterton, IN
• 2003-10-10 → 2017-10-24
  National Planning Corporation
  Burns Harbor, IN
  Valparaiso, IN
  Crown Point, IN
  Valparaiso, IN
  Chesterton, IN
  Michigan City, IN
  Michigan City, IN
  La Porte, IN
  Valparaiso, IN
  Hammond, IN
  Michigan City, IN
  La Porte, IN
  Indianapolis, IN
  Merrillville, IN
  Chesterton, IN
  Hobart, IN
  Valparaiso, IN
  Michigan City, IN
  El Segundo, CA
  Bonita Springs, FL
  Bonita Springs, FL
  Calparaiso, IN
• 2009-06-09 → 2012-08-01
  Advantage Investment Management, Llc
  Chesterton, IN
• 1998-12-17 → 2003-10-10
  Ffp Advisory Services Inc
  Chesterton, IN

Other Businesses

1) Brad Werner & Company. 3242 Kumamoto Lane, Naples, FL 34114. S corp which receives the broker dealer commissions and advisory fees. President-run the business. 120 hrs/mo; 8 during trading hrs. 2) Parks at Wilson Creek. Celina, TX. Real estate development. Passive investment. 0 hrs/mo. 3) Carmen N Werner Trust. 3242 Kumamoto Lane, Naples, FL 34114. Trustee of my spouses Trust. Trustee. 1 hr/mo; 0 during trading hrs. 4) WP Development LLC. 1655 Nelson Drive, Chesterton, IN 46304. Ownership of real estate. Managing Partner. 1 hr/mo; 0 during trading hrs. 5) Bradley W Werner Living Trust. 3242 Kumamoto Lane, Naples, FL 34114. Living Trust. Trustee. 1 hr/mo; 1 during trading hrs. 12 hours per month devoted to this outside activity; 8-10 hours per month during securities trading hours. 6) Fixed Index Annuity, Fixed Annuity and Life insurance. 3242 Kumamoto Lane, Naples, FL 34114. Life insurance, fixed index annuity, fixed annuity. Agent. Non-investment related. 7) Extraordinary Lives Revealed (Podcast): Non-investment related - Personal Podcast; Mr. Werner is host/interviewer of the Podcast (www.extraordinarylivesrevealed.com); His role is to interview clients, prospects, partners on their lives; Address: 3242 Kumamoto Lane, Naples FL 34114;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-21
• S63 Uniform Securities Agent State Law Examination
  1993-03-29