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Gene Hamstra, portrait

Gene Hamstra

Investment adviser representative at Lauer Wealth in Valparaiso, IN

Investment adviser registrationUpdated

Gene Hamstra is an investment adviser representative at Lauer Wealth, LLC, an investment adviser managing $161M, and works from its Valparaiso, IN office. Gene Hamstra has been registered through Lauer Wealth since 7 August 2020, has 12 years in the industry across 2 firms and has passed the Series 65.

12
Years in industry
6
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Gene Hamstra has been an investment adviser representative at Lauer Wealth since August 2020, and is not listed among the firm’s executive officers or direct owners.

Lauer Wealth, LLC is a Valparaiso, IN firm with $161M under management, 404 clients and 3 advisers across 2 offices, as of its February 2026 filing.

Gene Hamstra is an Investment Advisor of Lauer Wealth, based in Valparaiso, IN. He started his finance career in 1989 as a mortgage banker, and he was licensed as an Investment Advisor for Compass Financial Advisors in early 2014. He operated his mortgage business until July of 2022, and he joined Lauer Wealth in 2020, moving his wealth advising client base there.

Gene Hamstra’s longest registration was 6 years at Compass Financial Advisors LLC (2014–2020). Before joining Lauer Wealth in 2020, Gene Hamstra was registered through Compass Financial Advisors LLC.

  1. – present · 6 years
    Valparaiso, IN · Adviser representative · Firm CRD 289763
  2. Compass Financial Advisors LLC
    – · 6 years
    Valparaiso, IN · Adviser representative · Firm CRD 109131

Credentials and registrations

Investment adviser representative registrations

Gene Hamstra is registered as an investment adviser representative in Indiana, since August 2020.

  • IndianaSince 7 August 2020

Examinations

Series 6510 February 2014
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Gene Robert Hamstra
CRD
6288083
Firm
Lauer Wealth · CRD 289763
Office
196 E 112 S, Valparaiso, IN 46383
Registration
Investment adviser registration
In the industry since
February 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gene Hamstra work?

Gene Hamstra is an investment adviser representative registered through Lauer Wealth, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Gene Hamstra a financial advisor?

Yes. Gene Hamstra has a current investment-adviser registration in Indiana, through Lauer Wealth since August 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Gene Hamstra have?

Gene Hamstra has 12 years in the financial industry, since February 2014, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Gene Hamstra passed?

Gene Hamstra passed the Series 65 in February 2014.

Source: IAPD individual record, checked 22 October 2026

Where did Gene Hamstra work before Lauer Wealth?

Before Lauer Wealth, Gene Hamstra was registered through Compass Financial Advisors LLC, February 2014 to August 2020.

Source: IAPD individual record, checked 22 October 2026

Where is Gene Hamstra based?

Gene Hamstra’s registered office is in Valparaiso, IN.

Source: IAPD individual record, checked 22 October 2026

Is Gene Hamstra registered with FINRA?

No. Gene Hamstra has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Gene Hamstra’s record?

Search CRD 6288083 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gene Hamstra’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Lauer Wealth

Sources

  1. IAPD individual record, CRD 6288083, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Lauer Wealth, LLC, filed 25 February 2026. Executive officers and direct owners; this person is not among them.
  3. Lauer Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.