William Joseph Lauer
Investment adviser representative at W.A. Smith Financial Group
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Great Lakes Retirement, Inc.Jul 2016 to now
- W.A. Smith Financial GroupJul 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
W.A. Smith Financial Group
Legal name: Great Lakes Retirement, Inc.
$1.2BAssets managed
1,669Clients
10Advisers
9 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
- 6695033
- Firm CRD
- 146608