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John L

Series 66

Valparaiso, IN

Lauer Wealth Management

John Lauer is a financial advisor at Lauer Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked previously with HighTower Advisors, LLC and HighTower Securities, LLC. Outside of advising, he is an adjunct professor at North Park University teaching individual taxation and holds a CPA license, assisting family and friends with tax preparation. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, using asset-allocation models based on Modern Portfolio Theory and tax-aware strategies tailored to client objectives.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired
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John L

CFP®, Series 63, Series 65

Valparaiso, IN

Lauer Wealth Management

John Lauer is a CFP® professional with 27 years of experience in financial advising. He is the principal at Lauer Wealth Management in Valparaiso, IN, where he has worked since 2017. His prior experience includes roles at Ifam Capital, Northwest Wealth Management, Questar Asset Management, and Compass Financial Advisors. Lauer Wealth Management serves individuals, trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million across about 399 client relationships. The firm uses Modern Portfolio Theory and custom asset-allocation models to create portfolios incorporating ETFs, mutual funds, stocks, bonds, and bank CDs, and offers tax-aware management alongside coordinated accounting and tax consulting services.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired
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Grant H

Series 65

Valparaiso, IN

Lauer Wealth Management

Grant Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN. He holds a Series 65 designation and has recently transitioned into advisory services after roles in financial leadership and accounting, including positions at Signal CFO and CNO Financial Group. Lauer Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm employs Modern Portfolio Theory and tax-aware strategies, offering coordinated services with licensed CPAs and fiduciary retirement plan management.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired
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Gene H

Series 65

Valparaiso, IN

Lauer Wealth Management

Gene Hamstra is a financial advisor at Lauer Wealth Management in Valparaiso, IN, holding a Series 65 designation with 12 years of industry experience. Prior to joining Lauer Wealth in 2020, he worked at Compass Financial Advisors from 2014 to 2020. Outside of his advisory role, Hamstra is the owner and president of Hamstra Mortgage Professionals, a mortgage brokerage firm he has operated since 2006. Lauer Wealth Management serves individual clients, including high-net-worth households, as well as trusts, retirement plans, and business entities. The firm offers financial planning, investment management, retirement-plan consulting, business consulting, and a separately managed options program, utilizing asset allocation models based on Modern Portfolio Theory and a combination of ETFs, mutual funds, stocks, bonds, and bank CDs.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired
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Cole D

Series 63, Series 65

Valparaiso, IN

Lauer Wealth Management

Cole Deardorff is an advisor with Lauer Wealth Management in Valparaiso, IN. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. His prior experience includes roles at Northwestern Mutual and educational positions at Missouri Valley College and Trinity Christian College. Lauer Wealth Management serves individuals, trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million across about 399 client relationships. The firm employs Modern Portfolio Theory and custom asset-allocation models, offering comprehensive financial planning, portfolio management, retirement plan consulting, and business consulting.

Options & derivatives strategies General retirement planning Cash flow / budgeting Founder/Business Owner Retired
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