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Perfil
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.
Cargos activos de John Lauer
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Fundador | 01/01/2016 |
Formación de John Lauer.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
90
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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