Robert Werner, financial advisor Walworth WI
93 score

Robert Werner

CRD Number: 1417647
Current Firm: Cetera Advisor Networks LLC

Robert Werner (CRD# 1417647) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Walworth, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
A.l. Williams Wheaton, IL Apr 1984 - Current 32
Wisconsin School For The Deaf Delavan, WI Aug 1973 - Current 43
Financial Network Investment Corporation El Segundo, CA Mar 1993 - Dec 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Robert S. Werner
Phone Number: 310-326-3100
Registered State(s):
  • IL
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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