John Matthew Lauer
Investment adviser representative at Lauer Wealth Management
11 yearsExperience
2 statesRegistered in
$160.9MFirm assets
5 yearsFirm in business
Are you John Matthew Lauer? Claim your profile
Contact this firm
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
11 years in the industry.
- Lauer Wealth ManagementOct 2017 to now
- Lauer WealthOct 2017 to now
- Hightower Advisors, LLCJul 2015 to now
- Hightower Securities, LLCJul 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6542206
- Firm CRD
- 289763