James Thomas Werner appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Thomas Werner appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-19 | Form ADV | UNIPLAN INVESTMENT COUNSEL, INC. | CHIEF OPERATING OFFICER AND VICE PRESIDENT | MILWAUKEE, WI |
| 2025-03-28 | Form ADV | UNIPLAN INSTITUTIONAL ADVISORS LLC | CHIEF OPERATING OFFICER AND VICE PRESIDENT | MILWAUKEE, WI |