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Associates

Meet Our Team

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Mark E. Werner*, CFP®, RICP®,ChFC®, CLU®, AEP®

Wealth Manager

Mr. Werner has been in the financial services industry since 1981. He focuses on Retirement Income Planning as well as Investment and Estate Planning. Mr. Werner graduated from the University of Missouri-St. Louis with an emphasis in Accounting, Economics and Finance. He completed his Masters of Science in Financial Services thru the American College. He has taught courses on Disability and Business Planning for the Life Underwriting Training Council as well as the investment course as an instructor for the American College.

 

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. Mr. Werner 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 a guest lecturer at St. Louis University School of Law. Mark also is a frequent guest on the Radio discussing Retirement topics

His daughter Megan and her husband live nearby and Mark is thrilled that Megan is his assistant

Mark can be reached at mark@advisorstl.com or feel free to call him at 314-256-0252 x201. 

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Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA's Broker Check.                   

              

 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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 *Representatives offer products and services using the following business names: Carillon Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Carillon Group or any other entity mentioned herein.