Advisor at Lauer Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lauer Wealth Management
Location
Valparaiso, IN 46383
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
John Lauer is a CFP® professional with 27 years of industry experience. He is a principal at Lauer Wealth Management, where he has worked since 2017, and also has experience with IFAM Capital and Central Wealth. Lauer Wealth Management serves individual clients, trusts, retirement plans, and business entities through financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program. The firm employs asset-allocation models based on Modern Portfolio Theory and offers services including discretionary portfolio management, tax-aware rebalancing, and options strategies tailored to client risk and cash-flow needs.
Based on Lauer Wealth Management
Based on Lauer Wealth Management
Fixed fees for financial planning and business consulting can range from $1,000 up to $50,000 or more depending on scope and complexity; project fees for business consulting can range from $1,000 to $25,000.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rates for business consulting range from $225 to $400 per hour.
196 E 112 S
Valparaiso, IN 46383
Illinois · Indiana · South Dakota
Lauer Wealth, LLC
2017 - Present (9 years)
IFAM Capital
2016 - Present (10 years)
Central Wealth
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA
Valparaiso, IN
Dunes Financial
Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.
Series 66
Valparaiso, IN
Lauer Wealth Management
CFP®, Series 66
Valparaiso, IN
Bridge Financial Planning, LLC
Series 65
Valparaiso, IN
Lauer Wealth Management
Series 65
Chesterton, IN
Seek & Find Financial
Series 65
Chesterton, IN
Seek & Find Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")