Blaine Werner (CRD# 842147) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has over 43 years of experience in the finance industry. Blaine Werner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1311841
Lpl Financial LLC
CRD# 1302188
Ubs Financial Services Inc.
CRD# 2606372
Sapient Private Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 44 Wealth Management LLC | Eugene, OR | Aug 2020 - Current | 3 |
| Bank Of America, N.a. | Eugene, OR | Dec 2009 - Aug 2020 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene, OR | May 1977 - Aug 2020 | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1980 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
- AZ
- CA
- OR
- TX
- WA
-
Total Assets Under Management469MILLIONS
-
Total Number of Accounts1,197ACCOUNTS
-
Average Account Value$391,774
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, OR, TX, WA
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