Margo Lane Werner
Investment adviser representative at 44 Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$487.4MFirm 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- 44 Wealth Management LLCAug 2020 to now
- N/aMay 2020 to Aug 2020
- Office of Residential Life Colgate UniversityAug 2019 to Mar 2020
- Bank of America Merrill LynchMay 2019 to Aug 2019
- Bank of America Merrill LynchDec 2018 to Jan 2019
- Bank of America Merrill LynchMay 2018 to Aug 2018
- Office of Residential Life Colgate UniversityAug 2017 to May 2018
- Kenmore Air Harbor, Inc.May 2017 to Aug 2017
- Colgate UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
44 Wealth Management LLC
$487.4MAssets managed
237Clients
4Advisers
6 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
- 6665263
- Firm CRD
- 309647