Blaine P. Werner
44 WEALTH MANAGEMENT LLC | CEO/Founder
Eugene, OR 97401
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CRD#: 842147
Professional summary
Blaine Patrick Werner, CFP®, CIMA® is a registered financial advisor currently at 44 WEALTH MANAGEMENT LLC located in Eugene, Oregon.
Blaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Blaine has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 52TO, SIE, Series 3, Series 5, Series 7, Series 24, Series 10, Series 9, Series 53, Series 4 and Series 12 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Philanthropic services
Institutional consulting
Trading individual securities
Trust & estate planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
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.
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LANE WERNER FAMILY FOUNDATION INVESTMENT RELATED: Y ADDRESS OF BUSINESS: P. O. BOX 8188, COBURG, OREGON 97408 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 10/12/2006 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FINANCIAL ADVISOR IS A DIRECTOR AND SECRETARY OF THE LANE WERNER FAMILY FOUNDATION. HIS SPOUSE IS ALSO A DIRECTOR AND PRESIDENT. AS A FAMILY, WE GIVE FUNDS AWAY TO QUALIFIED CHARITIES. 2. FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LONE STAR, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: P. O. BOX 8188, COBURG, OREGON 97408 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 4/14/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PLANTING, GROWING AND HARVESTING TIMBER Fairway Loop Condo Association, Not investment Related, Eugene, Oregon, Board Member, HOA Board for a 15 unit condo association, 1/1/2000, 0 hours per month during trading hours, 1 hours total, aid in responding to HOA matters. Eugene Police Foundation, Not investment related, Eugene, Oregon, Board Member, Fraternal support organization for the local police department, 1/9/2024, 2 hours per month during trading hours, 3 hours total, fundraising for the organization and educational awareness of the organization and its mission. Ascend-CSEF, Not investment related, Portland, Oregon, Board Member, 501(c)3 organization supporting Catholic school education, 2.24.2025, 1 hours per month during trading hours, 3 hours total, fundraising for the organization and educational awareness of the organization and its mission.
CRS (Client Relationship Summary) - RIA
Click below to view Blaine Patrick Werner's 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®
Start date: 1986
Experience
Current
August 26, 2020 - Present
44 WEALTH MANAGEMENT LLC
Office #1: 2350 Oakmont Way, Suite 104, Eugene, OR 97401RIA
CRD#: 309647
Eugene, OR
Past
March 7, 1995 - August 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
EUGENE, OR
Past
September 1, 1977 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BD
CRD#: 572
Past
August 26, 1977 - August 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
EUGENE, OR
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".
4W
44 WEALTH MANAGEMENT LLC
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
CRD#: 309647 / SEC#: 801-119064
RIA
Registered Investment Advisory firm - (7/15/2020 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
Arizona(2/4/2021)
IAR
California(11/3/2020)
IAR
Oregon(8/26/2020)
IAR
Texas(9/28/2020)
IAR
Washington(9/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 12/18/2022
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/6/1983
Interest Rate Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 8/20/1977
NYSE Branch Manager ExaminationCurrent Firm
4W
44 WEALTH MANAGEMENT LLC
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
CRD#: 309647 / SEC#: 801-119064
RIA
Registered Investment Advisory firm - (7/15/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2350 Oakmont Way, Suite 104, Eugene, OR 97401
Mailing Address
Phone number
(541) 359-0388
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,154 |
| AUM (Assets Under Management) | $ 445,903,792 |
Red Flags
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Company Information
44 WEALTH MANAGEMENT LLC
CEO/FounderCRD#: 309647Eugene, OR 97401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
