![John Lauer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. John G.
Lauer is a Partner at Lauer Wealth LLC.
He is an Investment Advisor and a Certified Financial Planner.
Mr. Lauer started his career in financial services in 1986.
In 1998, he successfully founded and built Compass Financial Advisors (Compass), a wealth management firm in Northern Indiana.
Upon leaving Compass in 2010, he was hired as President to build the wealth management division for one of the largest family owned banks in Iowa, Northwest Wealth Management, LLC.
After successfully building the division, he was hired as Chief Operating Officer (COO) and Chief Compliance Officer (CCO) for IFAM Capital, a Fort Collins, CO based Registered Investment Advisor (RIA).
He left IFAM Capital in 2017 to form Lauer Wealth Management, an RIA focused on providing high-level service for its existing private and institutional client relationships.
He received his undergraduate degree from Purdue University.
Posizioni attive di John Lauer
| Società | Posizione | Inizio |
|---|---|---|
Lauer Wealth LLC
 Lauer Wealth LLC Investment ManagersFinance Lauer Wealth Management uses modern portfolio theory and has the ability to customize investment portfolios using a variety of securities, including stocks, bonds, ETFs, and mutual funds. The firm also specializes in downside protection using hedging strategies to mitigate market risk. Asset allocation is actively monitored by their trading and reporting systems where portfolios are rebalanced as needed. | Fondatore | 01/01/2016 |
Formazione di John Lauer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
91
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lauer Wealth LLC
Lauer Wealth LLC Investment ManagersFinance Lauer Wealth Management uses modern portfolio theory and has the ability to customize investment portfolios using a variety of securities, including stocks, bonds, ETFs, and mutual funds. The firm also specializes in downside protection using hedging strategies to mitigate market risk. Asset allocation is actively monitored by their trading and reporting systems where portfolios are rebalanced as needed. | Finance |
