About Adam Werner
I have been with the Haas Financial Group for the last three and a half years after working closely with Ben at Ameriprise Financial as both a Financial Advisor and a Registered Sales Assistant, for the previous 6 years. In addition to caring for clients, I am also responsible for assisting in personal financial consulting services and the on-going business operations of the practice.
I am 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.
My wife, Amy, and I reside in Reading, PA with our three daughters, Ava, Ainsley and Axy. When not at work, I am a competitive drag racer at Maple Grove Raceway and enjoy spending time with my family on and off the track. I am a Penn State Alumni, I enjoy Philadelphia sports and proudly support my daughter, Ava, and wife, Amy (coach) who are very active in the nationally recognized Exeter 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