Brad Werner is the founder and President of Brad Werner and Company. He has been successfully engaged in the financial services industry for 25 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 pre-retires,retired individuals, business, individual, professional and institutional clients.
As President of Brad Werner & Co. located in Chesterton, Hammond, Michigan City, Valparaiso, Burns Harbor (Porter) and Merrillville. He also provides financial advice to the members and clients of Members Advantage Credit Union, First Trust Credit Union, Regional Federal Credit Union, Allegius Credit Union and Member Source Federal Credit Union. He is a Registered Principal of Securities America, Inc. and Investment Adviser Representative of Securities America Advisors, Inc. 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. He has also earned the Behavioral Financial Advisor BFA designation 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 holds FINRA licenses 7,24,63, and 65.
Brad proudly served as a Medic in the United States Army and applies the lessons he learned from his military experience to Wealth Management, including discipline, integrity, and leadership. Brad has said repeatedly, “My job is to help my clients make rational decisions in irrational times.”
Brad resides in Chesterton, Indiana with his wife Carmen and their son Alex.