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).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $140,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, SD

Financial Advisors at Lauer Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John G. Lauer
CRD#: 1467522
Sioux Falls, SD

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.

2
John M. Lauer
CRD#: 6542206
Chesterton, IN

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.