Curtis Matthew Reeser
Investment Adviser Representative at Werner Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Curtis Matthew Reeser is an investment adviser representative with Werner Financial in Indianapolis, IN, where they have been registered since 2024. They have worked in the securities industry since 2014 and were previously registered with MML Investors Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Massmutual Life Insurance Co.Jun 2014 – Jan 2024Indianapolis, IN
- MML Investors Services, LLCMar 2015 – Jan 2024Indianapolis, IN
- JCM Strategic Wealth Partners LLC dba Werner FinancialFeb 2024 – no end date reportedIndianapolis, IN
- MML Investors Services, LLCAug 2014 – Jan 2024Indianapolis, IN
- WestPoint Financial GroupJan 2014 – Jan 2024Indianapolis, IN
- JCM Strategic Wealth Partners LLC dba Werner FinancialJan 2024 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Werner Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, IRA, tax consulting, annuities, 401(k) management, asset management, and tax savings strategies for business owners.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-132269
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 12, 2026
View full firm profileOther advisors at Werner Financial
1 other advisor in the directory
View Werner Financial firm profileSimilar advisors in Indianapolis, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis Matthew Reeser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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