LPL Financial
37yrs
Top advisor by experience in Neenah
32yrs
David Werner
Financial advisor at Wells Fargo Advisors
At a glance
Experience32 years (since 1994)
How that compares ?Top 8% by experience in Neenah
Office124 West Wisconsin Avenue Suite #240-A [Satelite], Neenah, WI 54956
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2018Wells Fargo Clearing Services, LLCPreviously
- Oct 2007 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Wells Fargo Advisors at 314-875-3000 and ask for David Werner. David works from the Neenah, WI office.
How long has David been a financial advisor?
David has been in the industry since 1994, about 32 years. Top 8% by experience in Neenah.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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