Mark E. Werner, CLU, ChFC, AEP, LUTCF, CFP®

Mark E. Werner, CLU, ChFC, AEP, LUTCF, CFP®

Phone: 636-777-7009
Fax: 636-777-7050
E-mail:

Mark has been in the financial services industry since 1981. He focuses in investment planning as well as small business and estate planning. 

Mr. Werner graduated from the University of Missouri-St. Louis with emphasis in Accounting, Economics and Finance. He has taught courses on Disability and Business Planning for the Life Underwriting Training Council as well as the CFP® investment course as an instructor for the American College.  He is currently completing his Masters of Science in Financial Services.

Mr. Werner has been a guest speaker for several sheltered workshops in Missouri, the Alliance for the Mentally Ill and the ALS Society on the topic of Estate Planning for Parents of Disabled Children.  Mark has produced and presented continuing education seminars on Financial Planning and Basic and Advanced Estate Planning for the National Association of Insurance and Financial Advisors as well as a Taste of MDRT IV.  He has also lectured on Retirement Planning for AARP and the International Association of Financial Planners.

He has been awarded the Associate of the Year Award in 1996 and 1999, The Manager of the Year Award in 1997 and qualified for the Million Dollar Round Table in 1999, 2001, and 2004 through 2009.  Mark also qualified for Court of the Table in 2009.  He was named a Five Star Best in Client Satisfaction Wealth Manager for 2009 and has spent 4 years as Chair of Student and Graduate Studies on the board of the Society of Finjancial Services Professional St. Louis Chapter.

Mark lives in South County with his lovely bride of 25 years, Dianna and serves as President of his church council as well as conducting leadership training and an adult Sunday School class.  Their daughter, Megan and her husband live nearby while she completes her studies in Art History. 

 Mark can be reached at mark@advisorstl.com or feel free to call him at 636-777-7009.