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John Matthew Lauer

LAUER WEALTH, LLC·VALPARAISO, Indiana
SIE, Series 7, Series 66Clean record10 years registeredLAUER WEALTH, LLC
196 E 112 S, VALPARAISO, IN 46383CRD# 6542206Firm CRD# 289763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Matthew Lauer · VALPARAISO, IN
Registration
CRD #6542206 · LAUER WEALTH, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

LAUER WEALTH MANAGEMENT
Oct 2017 – present
HIGHTOWER ADVISORS, LLC
Aug 2016 – Oct 2017
Valparaiso, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 4, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUER WEALTH, LLC
CRD 289763 · SEC 801-121657
AUM
$141M
Regulatory assets under management
Employees
5
871 client accounts
Services offered by LAUER WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAUER WEALTH, LLC →
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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 at LAUER WEALTH, LLC

John Gerard Lauer
VALPARAISO, IN

More Advisors in VALPARAISO, Indiana

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