Unclaimed Profile

John Gerard Lauer

LAUER WEALTH, LLC·VALPARAISO, Indiana

Series 6, Series 7, Series 24, Series 51, Series 63, Series 6527 years registeredLAUER WEALTH, LLC

196 E 112 S, VALPARAISO, IN 46383CRD# 1467522Firm CRD# 289763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Gerard Lauer · VALPARAISO, IN

Registration

CRD #1467522 · LAUER WEALTH, LLC · 27 years registered

Brand Profile

Not yet started

Career History

LAUER WEALTH MANAGEMENT

Oct 2017 – present

CENTRAL WEALTH, LLC

Apr 2016 – May 2016

SIOUX CITY, IA

IFAM CAPITAL

Jul 2015 – Dec 2017

FORT COLLINS, CO

NORTHWEST WEALTH MANAGEMENT, LLC

Feb 2010 – Jun 2015

SPENCER, IA

QUESTAR ASSET MANAGEMENT, INC.

May 2005 – Oct 2007

VALPARAISO, IN

CFA INVESTMENTS

Dec 1998 – Mar 2010

VALPARAISO, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · December 3, 1998

Years registered · 27

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LAUER WEALTH, LLC

CRD 289763 · SEC 801-121657

AUM

$141M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does John Gerard Lauer offer?

John Gerard Lauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALPARAISO, Indiana for a consultation.

What are John Gerard Lauer's credentials?

John Gerard Lauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Gerard Lauer located?

John Gerard 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 Gerard Lauer charge for services?

John Gerard 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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