Blaine Patrick Werner
CFP®, CIMA®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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CETERA INVESTMENT ADVISERS LLC
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Disclosures on record.
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Credentials
Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2350 Oakmont Way, Suite 104, Eugene, OR 97401Phone Number
(541) 359-0388# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,176AUM (Assets Under Management)
$487,370,819Similar Advisors
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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.
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Primary Firm SEC Registration
44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/4/2021)
(11/3/2020)
(8/26/2020)
(9/28/2020)
(9/28/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Dec 2022About the Series 52TO examSeries 5 — Interest Rate Options Examination
Passed Oct 1983Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Dec 2022About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2022About the Series 9 examSeries 12 — NYSE Branch Manager Examination
Passed Aug 1977Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Blaine Patrick Werner's CRS (Customer Relationship Summary).
Services Offered by Blaine
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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