Marte Werner has been Principal of NWK Group since July 2002, is a control person of the firm and directly owns between 50% and 75% of it. Marte Werner holds a Degree in Business/Finance from San Diego State University.
NWK Group, Inc. is a San Francisco, CA firm with $485M under management, 213 clients and 4 advisers in one office, as of its March 2026 filing.
Marte Werner is Principal of NWK Group, Inc. He is one of the firm's founders and leads the development and delivery of NWK Group services to institutional clients. Before co-founding NWK Group in 2002, he worked for a boutique firm in San Francisco advising institutional retirement plans.
Marte Werner’s longest registration is the current one, 22 years at NWK Group since 2004. Before joining NWK Group in 2004, Marte Werner was registered through First Allied Securities, Inc.
- First Allied Securities, Inc.– · 7 yearsSan Francisco, CA · Adviser representative · Firm CRD 32444
Professional designations
Listed by NWK Group
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Marte Werner is registered as an investment adviser representative in California, since October 2004.
- CaliforniaSince 20 October 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 28 July 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 March 1989 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Marte Robert Werner
- CRD
- 1926371
- Firm
- NWK Group · CRD 124186
- Role
- Principal
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nwkgroup.com
Where does Marte Werner work?
Marte Werner has been Principal of NWK Group, Inc. since July 2002, and is a control person of the firm.
Is Marte Werner a financial advisor?
Yes. Marte Werner has a current investment-adviser registration in California, through NWK Group since October 2004.
How many years of experience does Marte Werner have?
Marte Werner has 22 years in the financial industry, since July 2004, across 2 adviser firms.
What exams has Marte Werner passed?
Marte Werner has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in March 1989.
Is Marte Werner registered with FINRA?
No. Marte Werner has no current broker registration.
How can I verify Marte Werner’s record?
Search CRD 1926371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marte Werner’s full registration record.