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Robert Martin Werr

Dominion Portfolio Management, Inc.

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About Robert Martin Werr

Robert Martin Werr is a financial advisor registered with Dominion Portfolio Management, Inc. Robert has over 30 years of experience in the financial services industry and is also registered as an Investment Advisor Representative in the state of Illinois. Robert holds the Series 6, 7 and 66 licenses and has a strong background in investment company products, variable contracts, and general securities. Robert also has experience in providing financial planning services to individuals. Robert is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Robert Werr is currently registered with Dominion Portfolio Management, Inc.. Dominion Portfolio Management, Inc. is a registered investment advisor based in Marble Falls, Texas. The firm manages approximately $153 million in assets for 950 clients, primarily individuals. Dominion Portfolio Management, Inc. provides portfolio management services for individuals.
Dominion Portfolio Management, Inc.

1002 MARBLE HEIGHTS DR

MARBLE FALLS, TX 78654

$153.01M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Werr’s Registration & Firm History

IL

06/10/2019 - Present

Dominion Portfolio Management, Inc. (BURR RIDGE IL)

IL

02/19/2019 - 07/21/2023

DOMINION INVESTOR SERVICES, INC. (BURR RIDGE IL)

IL

08/25/1993 - 01/11/2019

EQUITY SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/24/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Martin Werr. Review regulatory record here.
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