John Lauer has been CCO of Lauer Wealth since August 2017, is not listed as a control person, but directly owns under 5% of the firm.
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.
John Lauer’s longest registration was 11 years at CFA Investments (1998–2010). Before joining Lauer Wealth in 2017, John Lauer was registered through Central Wealth, LLC and Ifam Capital.
- Lauer Wealth ManagementCurrent– present · 9 yearsValparaiso, IN · Adviser representative · Firm CRD 289763
- Central Wealth, LLC– · under a yearSioux City, IA · Adviser representative · Firm CRD 283266
- Ifam Capital– · 2 yearsFort Collins, CO · Adviser representative · Firm CRD 175084
- Northwest Wealth Management, LLC– · 5 yearsSpencer, IA · Adviser representative · Firm CRD 152816
- Questar Asset Management, Inc.– · 2 yearsValparaiso, IN · Adviser representative · Firm CRD 133358
- CFA Investments– · 11 yearsValparaiso, IN · Adviser representative · Firm CRD 109131
Investment adviser representative registrations
John Lauer is registered as an investment adviser representative in 3 states. The first approvals date from October 2017; the most recent is Illinois, in July 2021.
- IllinoisSince 14 July 2021
- IndianaSince 5 October 2017
- South DakotaSince 20 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 29 December 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 December 1996 |
| Series 24 | General Securities Principal Examination | 6 November 1996 |
| Series 7 | General Securities Representative Examination | 16 July 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 February 1986 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Gerard Lauer
- CRD
- 1467522
- Firm
- Lauer Wealth · CRD 289763
- Role
- CCO
- Office
- 196 E 112 S, Valparaiso, IN 46383
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does John Lauer work?
John Lauer has been CCO of Lauer Wealth, LLC since August 2017.
Is John Lauer a financial advisor?
Yes. John Lauer has a current investment-adviser registration in Illinois, Indiana and South Dakota, through Lauer Wealth since October 2017.
How many years of experience does John Lauer have?
John Lauer has 27 years in the financial industry, since December 1998, across 6 adviser firms.
What exams has John Lauer passed?
John Lauer has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 65 and Series 51. The earliest, the Series 63, was passed in February 1986.
Where did John Lauer work before Lauer Wealth?
Before Lauer Wealth, John Lauer was registered through Central Wealth, LLC, April 2016 to May 2016; Northwest Wealth Management, LLC, February 2010 to June 2015; Questar Asset Management, Inc., May 2005 to October 2007; CFA Investments, December 1998 to March 2010.
Where is John Lauer based?
John Lauer’s registered office is in Valparaiso, IN.
Is John Lauer registered with FINRA?
No. John Lauer has no current broker registration.
How can I verify John Lauer’s record?
Search CRD 1467522 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Lauer’s full registration record.