Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
24yrs
Christopher Werner
Full name on record: Christopher David Werner
Financial advisor at Commonwealth Financial Network
Christopher Werner has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Lake Oswego, Oregon. After eight years at Wells Fargo Advisors and eight years at Equitable Advisors, Christopher joined Commonwealth Financial Network in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office696 McVey Avenue #201, Lake Oswego, OR 97034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowCommonwealth Financial NetworkCurrent firm
- 2010 – 2019
- 2003 – 2010Equitable Advisors, LLCPreviously
Contact Christopher
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Christopher. 696 McVey Avenue #201Lake Oswego, OR 97034Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- 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
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About Christopher
How do I contact Christopher?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Christopher Werner. Christopher works from the Lake Oswego, OR office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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