Gene Robert Hamstra
Investment adviser representative at Lauer Wealth Management
20 yearsExperience
1 stateRegistered in
$160.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Lauer Wealth ManagementAug 2020 to now
- Lauer WealthAug 2020 to now
- Hamstra Mortgage ProfessionalsSep 2006 to now
- Compass Financial AdvisorsMar 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Lauer Wealth Management
Legal name: Lauer Wealth, LLC
$160.9MAssets managed
404Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6288083
- Firm CRD
- 289763