Brett Werner, financial advisor Omaha NE

Brett Werner

CRD Number: 5552680
Current Firm: Callahan Financial Planning

Brett Werner (CRD# 5552680) is an Investment Advisor Representative working at Callahan Financial Planning in Omaha, NE and has 1 year of experience in the finance industry.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Ts Bank Treynor, IA Apr 2021 - Current 2
Ts Banking Group Treynor, IA Oct 2018 - Current 5
Ts Banking Group Treynor, IA Mar 2018 - Sep 2018 < 1
Ts Banking Group Treynor, IA Mar 2016 - Feb 2018 1
Ts Bank Treynor, IA Feb 2015 - Feb 2016 1
Ts Bank Treynor, IA Mar 2014 - Feb 2015 < 1

Brett Werner has no recent exams reported.
Contact Info for Brett A. Werner
Phone Number: (800) 991-5195
Registered State(s):
  • IA
  • NE
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $273,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, IA, NE, TX

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