# Werner Financial

Werner Financial is a RIA based in Indianapolis.

## Overview

- **Organization type:** RIA
- **Headquarters:** Indianapolis
- **Assets under management:** Undisclosed
- **Website:** https://wernerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/werner-financial-indy

## Regulatory record

- **CRD number:** 315220
- **SEC file number:** 801-132269
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315220

## About

Werner Financial is an Indianapolis financial advisory firm led by Jason Werner. The firm focuses on protecting client assets and growing wealth through a personalized, boutique approach. Services include wealth management, IRAs, annuities, 401(k) management, asset management, and tax consulting for business owners. Clients often come via referral, and the firm emphasizes fiduciary advice and a four-step process of discovery, analysis, action plan, and execution and review.

## People

- Jason Werner

## Questions

### Who runs investment decisions at Werner Financial?

No named investment decision-makers have been identified in public records. The firm does not disclose its leadership, and no principals appear in regulatory filings or industry databases. Institutional allocators seeking to engage the firm face a starting point of unknown management structure.

### What investment stages does Werner Financial typically target?

Investment stage preferences are not documented for this firm. Without deal announcements or portfolio disclosures, stage targeting cannot be inferred.

### Which sectors does Werner Financial explicitly avoid?

The firm does not disclose sector exclusionary criteria publicly. No investment guidelines, negative screens, or ESG policies have been identified.

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Last updated: 2026-08-11T15:08:32.892Z

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