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John Matthew Lauer

LAUER WEALTH, LLC·VALPARAISO, Indiana
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196 E 112 S, VALPARAISO, IN 46383CRD# 6542206Firm CRD# 289763
01

About

John Matthew Lauer is a registered financial advisor based in VALPARAISO, Indiana, affiliated with LAUER WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAUER WEALTH, LLC
LAUER WEALTH MANAGEMENT
AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LAUER WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6542206
Firm CRD# 289763
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Matthew Lauer offer?
John Matthew Lauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALPARAISO, Indiana for a consultation.
What are John Matthew Lauer's credentials?
John Matthew Lauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Matthew Lauer located?
John Matthew Lauer is based in VALPARAISO, Indiana, working with LAUER WEALTH, LLC. Their office serves clients in the VALPARAISO metropolitan area and surrounding communities.
How does John Matthew Lauer charge for services?
John Matthew Lauer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAUER WEALTH, LLC?
LAUER WEALTH, LLC has approximately 5 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VALPARAISO
John Gerard Lauer — LAUER WEALTH, LLCWesley Michael Kotys — TKG ADVISORS, LLCSarah Elizabeth Kotys — TKG ADVISORS, LLCMegan May Myers — TKG ADVISORS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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