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Our Qualifications


  • *Experience
  • *Retirement Planning Analysis
  • *Asset Allocation Analysis
  • *Second Opinion? - FREE Financial Check-up

Brad Werner has been involved with the financial service industry for over twenty years. Through commitment to his client`s well-being, uncompromising ethics and attentive service, he has built a solid client base and continuously receives referrals from clients. Thorough and innovative, he can meet the needs of teachers, retired individuals, pre-retirees, business, individual, professional and institutional clients.

Brad is President of Brad Werner & Co. located in Hammond, Michigan City, Valparaiso and Burns Harbor (Porter). He also provides financial advice to the members and clients of First Trust Credit Union, Regional Federal Credit Union and Allegius Credit Union. He is a Registered Principal of Private Client Services and Investment Adviser Representative of Private Client Services. Brad has earned the Accredited Asset Management Specialist or AAMS designation from the Institute for Wealth Management, a division of the College for Financial Planning in Denver, CO. Brad has developed a highly successful practice through long-term relationships. Sharing his experience, he has conducted workshops at various universities, including "Investment Workshop for Fiduciaries" at Notre Dame, "Money Management for Seniors" at Valparaiso University and "Financial Planning for Professionals" presented to CPA`s.

Brad and his wife Carmen and their family reside in Chesterton, IN.