Margo Werner has been Chief Financial Officer of 44 Wealth Management since August 2021, is a control person of the firm and directly owns under 5% of it.
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.
- 44 Wealth Management LLCCurrent– present · 6 yearsEugene, OR · Adviser representative · Firm CRD 309647
Investment adviser representative registrations
Margo Werner is registered as an investment adviser representative in Oregon, since August 2020.
- OregonSince 21 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Margo Lane Werner
- CRD
- 6665263
- Firm
- 44 Wealth Management · CRD 309647
- Role
- Chief Financial Officer
- Office
- 2350 OAKMONT WAY, SUITE 104, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Margo Werner work?
Margo Werner has been Chief Financial Officer of 44 Wealth Management LLC since August 2021, and is a control person of the firm.
Is Margo Werner a financial advisor?
Yes. Margo Werner has a current investment-adviser registration in Oregon, through 44 Wealth Management since August 2020.
How many years of experience does Margo Werner have?
Margo Werner has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Margo Werner passed?
Margo Werner passed the Series 65 in August 2020.
Where is Margo Werner based?
Margo Werner’s registered office is in Eugene, OR.
Is Margo Werner registered with FINRA?
No. Margo Werner has no current broker registration.
How can I verify Margo Werner’s record?
Search CRD 6665263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margo Werner’s full registration record.
