Keith Alan Woerner
Investment adviser representative at Dwd Portfolio Solutions, Inc.
31 yearsExperience
1 stateRegistered in
$248.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Dwd Portfolio Solutions, Inc.Dec 2017 to now
- Fortune Financial Services, IncMar 2012 to now
- Keith A. Woerner, Esq.Sep 1995 to now
- Primesolutions Advisors, LLCMar 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dwd Portfolio Solutions, Inc.
$248.3MAssets managed
316Clients
5Advisers
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
- 2753123
- Firm CRD
- 121435