Michael R. Werner

MERIDIAN INVESTMENT ADVISORS

INDIANAPOLIS, IN 46280

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CRD#: 4174089

Professional summary

Michael Richard Werner, CFP® is a registered financial advisor currently at MERIDIAN INVESTMENT ADVISORS, INC. located in Indianapolis, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Werner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 18, 2018 - Present

MERIDIAN INVESTMENT ADVISORS, INC.

Office #1: 10321 N. Pennsylvania St., Indianapolis, IN 46280

RIA

CRD#: 107593

INDIANAPOLIS, IN

Past

May 2, 2016 - April 19, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

WESTFIELD, IN

Past

May 2, 2016 - April 19, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

WESTFIELD, IN

Past

January 3, 2012 - April 22, 2016

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

INDIANAPOLIS, IN

Past

January 28, 2008 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

INDIANAPOLIS, IN

Past

July 21, 2000 - April 22, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIDIAN INVESTMENT ADVISORS, INC.

CRD#: 107593 / SEC#: 801-46376

RIA

Registered Investment Advisory firm - (5/31/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(4/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2000

General Securities Representative Examination

Current Firm

MERIDIAN INVESTMENT ADVISORS, INC.

CRD#: 107593 / SEC#: 801-46376

RIA

Registered Investment Advisory firm - (5/31/1994 Approved)

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Contact information

Main Address

10321 N. Pennsylvania St., Indianapolis, IN 46280

Mailing Address

Phone number

(317) 573-5257

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN INVESTMENT ADVISORS, INC ADV PART 2A (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,094
AUM (Assets Under Management)	$ 532,684,776

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael R. Werner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Werner's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

MERIDIAN INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2005

Series 63

Date: 8/3/2000

SIE

Date: 4/19/2018

Series 7

Date: 7/20/2000

Current Firm

MERIDIAN INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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