Unclaimed Profile

David Michael Lauer

CORNERSTONE INVESTMENT ADVISORS, LLC·BAXTER, Minnesota

SIE, Series 7, Series 24, Series 66Clean record12 years registeredCORNERSTONE INVESTMENT ADVISORS, LLC

14275 GOLF COURSE DR., SUITE 140, BAXTER, MN 56425CRD# 5595645Firm CRD# 138509

Profile Verification

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

Identity

David Michael Lauer · BAXTER, MN

Registration

CRD #5595645 · CORNERSTONE INVESTMENT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORNERSTONE INVESTMENT ADVISORS, LLC

LAUER CAPITAL MANAGEMENT, LLC

Mar 2016 – May 2017

BAXTER, MN

CORNERSTONE INVESTMENT ADVISORS, LLC

Jan 2014 – Dec 2015

BAXTER, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 31, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE INVESTMENT ADVISORS, LLC

CRD 138509 · SEC 801-77765

AUM

$105M

Regulatory assets under management

Employees

845 client accounts

Services offered by CORNERSTONE INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Lauer offer?

David Michael Lauer specializes in Financial Planning, Investment Management.

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, last registered with CORNERSTONE INVESTMENT ADVISORS, LLC.

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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Other Advisors at CORNERSTONE INVESTMENT ADVISORS, LLC

James Paul Benson

BAXTER, MN

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Minnesota

MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)

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Research

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