Werner Financial

Jason Werner is a financial advisor at Werner Financial in Indianapolis, IN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Parkland Securities, LLC. Outside of his advisory role, he owns BEAST Performance, an athletic training company focused on speed and agility for young athletes. Werner Financial provides discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and ERISA-qualified retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis alongside documented investment policy statements and regular monitoring.

Curtis Reeser is a financial advisor at Werner Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Mass Mutual Investors Services and affiliated firms for about a decade. Outside of advisory services, he is also a licensed insurance agent involved in insurance sales. Werner Financial offers discretionary and non-discretionary asset management, financial planning, and bookkeeping services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing fundamental and technical analysis along with documented investment policy statements and ongoing oversight.