Lauer Wealth Management
Lauer Wealth Management (CRD# 289763) is a financial advisory firm headquartered in Valparaiso, IN. They manage $47,085,981 in 334 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts334ACCOUNTS
Average Account Value$140,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
John Lauer (CRD# 1467522) is an Investment Advisor Representative working at Lauer Wealth Management in Sioux Falls, SD and has over 34 years of experience in the finance industry. John Lauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Lauer (CRD# 6542206) is an Investment Advisor Representative working at Lauer Wealth Management in Chesterton, IN and has over 3 years of experience in the finance industry.