John Lauer has been Partner of Lauer Wealth since October 2018, is a control person of the firm and directly owns 75% or more of it.
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 is the current one, 9 years at Lauer Wealth since 2017. Before joining Lauer Wealth in 2017, John Lauer was registered through Hightower Advisors, LLC.
- Lauer Wealth ManagementCurrent– present · 9 yearsValparaiso, IN · Adviser representative · Firm CRD 289763
- Hightower Advisors, LLC– · 1 yearValparaiso, IN · Adviser representative · Firm CRD 145323
Investment adviser representative registrations
John Lauer is registered as an investment adviser representative in 2 states. The first approvals date from October 2017; the most recent is Illinois, in July 2021.
- IllinoisSince 14 July 2021
- IndianaSince 5 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 August 2016 |
| Series 7 | General Securities Representative Examination | 19 February 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Matthew Lauer
- CRD
- 6542206
- Firm
- Lauer Wealth · CRD 289763
- Role
- Partner
- Office
- 196 E 112 S, Valparaiso, IN 46383
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does John Lauer work?
John Lauer has been Partner of Lauer Wealth, LLC since October 2018, and is a control person of the firm.
Is John Lauer a financial advisor?
Yes. John Lauer has a current investment-adviser registration in Illinois and Indiana, through Lauer Wealth since October 2017.
How many years of experience does John Lauer have?
John Lauer has 10 years in the financial industry, since February 2016, across 2 adviser firms.
What exams has John Lauer passed?
John Lauer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2016. FINRA credited John Lauer with the SIE, which began in October 2018.
Where did John Lauer work before Lauer Wealth?
Before Lauer Wealth, John Lauer was registered through Hightower Advisors, LLC, August 2016 to October 2017.
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 6542206 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Lauer’s full registration record.