AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

John William Lauer

VITA ADVISORY SOLUTIONS INC·TEXARKANA, Texas
Series 4, Series 7, Series 12, Series 24, Series 63Clean record12 years registeredVITA ADVISORY SOLUTIONS INC
4 CINDYWOOD DRIVE, TEXARKANA, TX 75503CRD# 719544Firm CRD# 304759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John William Lauer · TEXARKANA, TX
Registration
CRD #719544 · VITA ADVISORY SOLUTIONS INC · 12 years registered
Brand Profile
Not yet started
01

Career History

JWL & ASSOCIATES, INC.
Oct 2021 – present
HOT SPRINGS ASSET MANAGEMENT, INC.
Dec 2013 – Jun 2021
HOT SPRINGS VILLAGE, AR
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 12
Series 24
Series 63
Registration record
First registered · December 2, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VITA ADVISORY SOLUTIONS INC
CRD 304759 · SEC 801-117286
AUM
$32M
Regulatory assets under management
Employees
4
123 client accounts
Services offered by VITA ADVISORY SOLUTIONS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VITA ADVISORY SOLUTIONS INC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEXARKANA?

Browse all registered financial advisors in TEXARKANA, Texas or claim this profile if it's yours.

Browse TEXARKANA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John William Lauer offer?
John William Lauer specializes in Financial Planning, Investment Management. Contact their office in TEXARKANA, Texas for a consultation.
What are John William Lauer's credentials?
John William Lauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John William Lauer located?
John William Lauer is based in TEXARKANA, Texas, working with VITA ADVISORY SOLUTIONS INC. Their office serves clients in the TEXARKANA metropolitan area and surrounding communities.
How does John William Lauer charge for services?
John William Lauer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITA ADVISORY SOLUTIONS INC?
VITA ADVISORY SOLUTIONS INC has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VITA ADVISORY SOLUTIONS INC

David Charles Adams
TEXARKANA, TX
Michael Walton Rogers
TEXARKANA, TX

More Advisors in TEXARKANA, Texas

Brandon Renfro
COGENT ADVISORY GROUP LLC·TEXARKANA, TX
Devin Anthony Carroll
COGENT ADVISORY GROUP LLC·TEXARKANA, TX
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile