Advisor at Lauer Wealth Management
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Firm
Lauer Wealth Management
Location
Valparaiso, IN 46383
Credentials
Series 66
Industry experience
10 years
John Lauer is a financial advisor at Lauer Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked previously with HighTower Advisors, LLC and HighTower Securities, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and holds a CPA license, assisting family and friends with tax preparation. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, using asset-allocation models based on Modern Portfolio Theory and tax-aware strategies tailored to client objectives.
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
Lauer Wealth
2017 - Present (9 years)
Hightower Advisors
2015 - Present (11 years)
HighTower Securities, LLC
2015 - Present (11 years)
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
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