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John Gerard Lauer

Lauer Wealth Management

Valparaiso, IN

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Current Employers
Lauer Wealth Management

196 E 112 S, Valparaiso, IN 46383 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-07-14
SD RA APPROVED 2018-03-20
IN RA APPROVED 2017-10-05
  • IL RA
    APPROVED
    Since 2021-07-14
  • SD RA
    APPROVED
    Since 2018-03-20
  • IN RA
    APPROVED
    Since 2017-10-05

Branch Locations

196 E 112 S, Valparaiso, IN 46383 • 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
Ifam Capital Greenwood Village CO 02/2016 Present
Lauer Wealth, Llc. Valparaiso IN 10/2017 Present
  • 02/2016 → Present
    Ifam Capital
    Greenwood Village, CO
  • 10/2017 → Present
    Lauer Wealth, Llc.
    Valparaiso, IN
Previous Registrations
  • 2015-07-07 → 2017-12-11
    Ifam Capital
    Fort Collins, CO
  • 2016-04-26 → 2016-05-18
    Central Wealth, Llc
    Sioux City, IA
  • 2010-02-02 → 2015-06-16
    Northwest Wealth Management, Llc
    Spencer, IA
  • 1998-12-03 → 2010-03-16
    Compass Financial Advisors Llc
    Valparaiso, IN
  • 2005-05-27 → 2007-10-16
    Questar Asset Management, Inc.
    Valparaiso, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-24
S63 Uniform Securities Agent State Law Examination 1986-02-26
  • S65 Uniform Investment Adviser Law Examination
    1996-12-24
  • S63 Uniform Securities Agent State Law Examination
    1986-02-26
Designations

View on SEC IAPD

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Other Investors

JOSEPH RICHARD MURPHY
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Victor Le Roy Sikorski
JAMES ALAN KUXHAUS
DOUGLAS RAYMOND ELLIOTT
PAUL JASON KUZEMKA

Other Offices

MWM ADVISORY GROUP, LLC · VALPARAISO, IN
J.P. MORGAN SECURITIES LLC · VALPARAISO, IN
FIRST HEARTLAND CONSULTANTS, INC. · VALPARAISO, IN
COMMONWEALTH FINANCIAL NETWORK · Valparaiso, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Valparaiso, IN
ON INVESTMENT MANAGEMENT CO · Valparaiso, IN
LPL FINANCIAL LLC · VALPARAISO, IN
FIFTH THIRD SECURITIES, INC. · VALPARAISO, IN

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