John David Werft
Investment adviser representative at Plan Financial
45 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
45 years in the industry.
- Plan FinancialJan 2025 to now
- John Werft Real EstateJul 1987 to now
- John D Werft CpaAug 1981 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Plan Financial
Legal name: Plan Life & Wealth Management, Inc.
$195.4MAssets managed
817Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1678158
- Firm CRD
- 44960