Blaine Werner has been Founder / Chief Executive Officer of 44 Wealth Management since August 2020, is a control person of the firm and directly owns between 50% and 75% of it. Blaine Werner holds a Bachelor of Arts in Economics from Amherst College.
44 Wealth Management LLC is an Eugene, OR firm with $487M under management, 237 clients and 4 advisers in one office, as of its September 2026 filing.
Blaine Werner is Founder/CEO of 44 Wealth Management. His work serving clients began at Merrill in 1977, and he has spent over four decades helping clients put their financial puzzles together.
Blaine Werner’s longest registration was 25 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1995–2020). Before joining 44 Wealth Management in 2020, Blaine Werner was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- 44 Wealth Management LLCCurrent– present · 6 yearsEugene, OR · Adviser representative · Firm CRD 309647
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 25 yearsEugene, OR · Adviser representative · Firm CRD 7691
Professional designations
Listed by 44 Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Blaine Werner is registered as an investment adviser representative in 5 states. The first approvals date from August 2020; the most recent is Arizona, in February 2021.
- ArizonaSince 4 February 2021
- CaliforniaSince 3 November 2020
- OregonSince 26 August 2020
- TexasSince 28 September 2020
- WashingtonSince 28 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 18 December 2022 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 18 December 2022 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 December 2022 |
| Series 53 | Municipal Securities Principal Examination | 18 December 2022 |
| Series 4 | Registered Options Principal Examination | 18 December 2022 |
| Series 7TO | General Securities Representative Examination | 18 December 2022 |
| Series 52TO | Municipal Securities Representative Examination | 18 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 1995 |
| Series 3 | National Commodity Futures Examination | 24 September 1985 |
| Series 5 | Interest Rate Options Examination | 6 October 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 1980 |
| Series 12 | NYSE Branch Manager Examination | 20 August 1977 |
| Series 7 | General Securities Representative Examination | 20 August 1977 |
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Interest Rate Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- NYSE Branch Manager Examination
- Name
- General Securities Representative Examination
- Full name
- Blaine Patrick Werner
- CRD
- 842147
- Firm
- 44 Wealth Management · CRD 309647
- Role
- Founder / Chief Executive Officer
- Office
- 2350 OAKMONT WAY, SUITE 104, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- August 1977
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 44wealth.com
Where does Blaine Werner work?
Blaine Werner has been Founder / Chief Executive Officer of 44 Wealth Management LLC since August 2020, and is a control person of the firm.
Is Blaine Werner a financial advisor?
Yes. Blaine Werner has a current investment-adviser registration in Arizona, California, Oregon, Texas and Washington, through 44 Wealth Management since August 2020.
How many years of experience does Blaine Werner have?
Blaine Werner has 49 years in the financial industry, since August 1977, across 2 adviser firms.
What exams has Blaine Werner passed?
Blaine Werner has passed 13 licensing exams: the Series 12, Series 7, Series 63, Series 5, Series 3, Series 65, Series 24, Series 10, Series 9, Series 53, Series 4, Series 7TO and Series 52TO. The earliest, the Series 12, was passed in August 1977. FINRA credited Blaine Werner with the SIE, which began in October 2018.
Where did Blaine Werner work before 44 Wealth Management?
Before 44 Wealth Management, Blaine Werner was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 1995 to August 2020.
Where is Blaine Werner based?
Blaine Werner’s registered office is in Eugene, OR.
Is Blaine Werner registered with FINRA?
No. Blaine Werner has no current broker registration.
Is Blaine Werner a CFP?
44 Wealth Management lists Blaine Werner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Blaine Werner’s record?
Search CRD 842147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blaine Werner’s full registration record.