Unclaimed Profile

Fred George Werner

SUMMIT FINANCIAL OF LOUISIANA INC.·LAFAYETTE, Louisiana

SIE, Series 4, Series 7, Series 12, Series 24, Series 53, Series 63, Series 6520 years registeredSUMMIT FINANCIAL OF LOUISIANA INC.

326 HEYMANN BLVD, LAFAYETTE, LA 70503CRD# 830196Firm CRD# 152049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Fred George Werner · LAFAYETTE, LA

Registration

CRD #830196 · SUMMIT FINANCIAL OF LOUISIANA INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT FINANCIAL OF LOUISIANA INC.

SUMMIT FINANCIAL WEALTH ADVISORS

May 2014 – Mar 2020

LAFAYETTE, LA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2010 – Mar 2014

LAFAYETTE, LA

SUMMIT FINANCIAL WEALTH ADVISORS

May 2010 – Sep 2010

LAFAYETTE, LA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2006 – May 2010

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 12

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · February 17, 2006

Years registered · 20

Disclosure History

1980Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMIT FINANCIAL OF LOUISIANA INC.

CRD 152049 · SEC 801-71021

AUM

$360M

Regulatory assets under management

Employees

465 client accounts

Services offered by SUMMIT FINANCIAL OF LOUISIANA INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SUMMIT FINANCIAL OF LOUISIANA INC. →

Introduction

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Frequently Asked Questions

What services does Fred George Werner offer?

Fred George Werner specializes in Investment Management.

What are Fred George Werner's credentials?

Fred George Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fred George Werner located?

Fred George Werner is based in LAFAYETTE, Louisiana, last registered with SUMMIT FINANCIAL OF LOUISIANA INC..

How does Fred George Werner charge for services?

Fred George Werner's firm is compensated through percentage of aum, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL OF LOUISIANA INC.?

SUMMIT FINANCIAL OF LOUISIANA INC. has approximately 8 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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