About Adam Werner
Adam joined Haas Financial Group in January 2015 after most recently spending 6 years with Ameriprise Financial as both a Financial Advisor and Registered Sales Assistant. In addition to caring for clients, Adam is also responsible for assisting in personal financial consulting services and the on-going business operations of the practice.
Adam is registered/licensed to conduct business in PA holding Series 7 with LPL Financial and Series 66 registrations with both LPL Financial and US Financial Advisors, as well as PA Life Accident & Health Insurance licenses.
Adam and his wife, Amy, reside in Reading, PA with their three daughters, Ava, Ainsley and Axy. When not at work, Adam is a competitive drag racer at Maple Grove Raceway and enjoys spending time with his family on and off the track. He is a Penn State Alumni, enjoys Philadelphia sports and proudly supports his daughter, Ava, and wife, Amy (coach) who are very active in the nationally recognized Exeter Youth Cheerleading program.
Business Experience, Designations and Degree
- 2009 to 2014, Financial Advisor, Registered Sales Assistant Ameriprise Financial Services, Inc., Center Valley, PA
- 2007 to 2009, Financial Advisor, Adams & Associates, Blandon, PA
- 2007, B.S. Business (Penn State University)
- Registered to conduct business in PA