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Blaine Patrick Werner

Blaine Patrick Werner

CFP®, CIMA®
CEO/Founder·44 WEALTH MANAGEMENT
EUGENE, OR
·CRD# 842147·49 years experience

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

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

100–250

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.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1986
CIMA®
Certified Investment Management Analyst

Years of Experience

49 years in the financial services industry

Current & Past Employments

44 WEALTH MANAGEMENT LLC·CRD# 309647
RIA
2350 Oakmont Way, Suite 104, Eugene, OR 97401
August 26, 2020 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Eugene, OR
March 7, 1995 - August 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.·CRD# 572
BD
September 1, 1977 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Eugene, OR
August 26, 1977 - August 25, 2020

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Current Firm

4W
44 WEALTH MANAGEMENT LLC

44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC

CRD#: 309647 / SEC#: 801-119064
RIA
Registered Investment Advisory firm - SEC (7/15/2020 Approved)

Contact Information

Main Address

2350 Oakmont Way, Suite 104, Eugene, OR 97401

Phone Number

(541) 359-0388

# of Employees

5

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

44 WEALTH MANAGMENT - ADV 2A DISCLOSURE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,176

AUM (Assets Under Management)

$487,370,819

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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.

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.

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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 - SEC (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.
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)

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 65 — Uniform Investment Adviser Law Examination

Passed Feb 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1980About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2022About the Series 7TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Dec 2022About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Sep 1985About the Series 3 exam

Series 5 — Interest Rate Options Examination

Passed Oct 1983

Series 7 — General Securities Representative Examination

Passed Aug 1977About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2022About the Series 24 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2022About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Dec 2022About the Series 9 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 2022About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Dec 2022About the Series 4 exam

Series 12 — NYSE Branch Manager Examination

Passed Aug 1977

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CRS (Client Relationship Summary) - RIA

Click below to view Blaine Patrick Werner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Blaine

  • Financial Planning
  • Risk Management & Insurance
  • Estate & Legacy Planning
  • Investment Management
  • Retirement Planning

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Blaine Patrick Werner
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