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Jay Michael Lauer

Plus Group Wealth Advisors, LLC

Belgium, WI

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Current Employers
Plus Group Wealth Advisors, Llc

680 Main Street, Belgium, WI 53004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-27
WI RA APPROVED 2019-07-29
  • TX RA
    APPROVED_RES
    Since 2021-07-27
  • WI RA
    APPROVED
    Since 2019-07-29

Branch Locations

680 Main Street, Belgium, WI 53004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc Belgium WI 11/2012 07/2019
Securities America Advisors, Inc. Belgium WI 10/2016 07/2019
Plus Group Wealth Advisors, Llc Belgium WI 03/2019 Present
Jay Lauer, Sole Proprietor Belgium WI 09/2000 Present
Jay Lauer's 680 Main Street Building, Llc Belgium WI 04/2015 Present
Plus Group Wealth Advisors, Llc Belgium WI 03/2019 12/2025
  • 11/2012 → 07/2019
    Securities America, Inc
    Belgium, WI
  • 10/2016 → 07/2019
    Securities America Advisors, Inc.
    Belgium, WI
  • 03/2019 → Present
    Belgium, WI
  • 09/2000 → Present
    Jay Lauer, Sole Proprietor
    Belgium, WI
  • 04/2015 → Present
    Jay Lauer's 680 Main Street Building, Llc
    Belgium, WI
  • 03/2019 → 12/2025
    Belgium, WI
Previous Registrations
  • 2016-10-07 → 2019-07-29
    Securities America Advisors, Inc.
    Belgium, WI
Other Businesses

Jay Lauer, Sole Proprietor; Investment Related; Insurance Agent; Fixed Insurance Sales; Belgium, Wisconsin; Less than 5% of time; Started 09/2000. JAY LAUER'S 680 MAIN STREET BUILDING, LLC; Not Investment Related; Owner; Belgium, WI; No time during trading hours; Started 04/2015.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-14
S63 Uniform Securities Agent State Law Examination 1996-05-15
  • S65 Uniform Investment Adviser Law Examination
    2016-06-14
  • S63 Uniform Securities Agent State Law Examination
    1996-05-15

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