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David Michael Lauer

CORNERSTONE INVESTMENT ADVISORS, LLC·BAXTER, Minnesota
Unclaimed Profile
14275 GOLF COURSE DR., SUITE 140, BAXTER, MN 56425CRD# 5595645Firm CRD# 138509
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About

David Michael Lauer is a registered financial advisor based in BAXTER, Minnesota, affiliated with CORNERSTONE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
CORNERSTONE INVESTMENT ADVISORS, LLC
CORNERSTONE INVESTMENT ADVISORS, LLC
AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5595645
Firm CRD# 138509
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Lauer offer?
David Michael Lauer specializes in Financial Planning, Investment Management. Contact their office in BAXTER, Minnesota for a consultation.
What are David Michael Lauer's credentials?
David Michael Lauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Lauer located?
David Michael Lauer is based in BAXTER, Minnesota, working with CORNERSTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the BAXTER metropolitan area and surrounding communities.
How does David Michael Lauer charge for services?
David Michael 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 CORNERSTONE INVESTMENT ADVISORS, LLC?
CORNERSTONE INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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