Lauer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$157,453,545
Clients
399
Advisors
4
of 5 employees
About
Lauer Wealth Management provides advisory services to individuals (including high-net-worth and non‑HNW clients), trusts, estates, charitable organizations, retirement plans, and small businesses, managing approximately $160.9 million on a discretionary basis for about 399 client relationships. Its services include comprehensive financial planning and consulting, customized portfolio management, retirement plan consulting, and business consulting for owners and prospective owners.
The firm uses Modern Portfolio Theory and custom asset-allocation models to construct portfolios that typically include ETFs, mutual funds, individual stocks and bonds, and bank CDs, and it monitors accounts on an ongoing basis with at least annual reviews. It also offers an options program (with a general guideline of no more than 2% of a client’s investable assets in options), integrates tax-aware portfolio management, and routinely incorporates CPA tax reviews into planning work.
Notably, the firm is affiliated with an accounting practice and has licensed CPAs among its principals, which the brochure discloses are involved in tax preparation and business consulting that can be coordinated with the advisory services. The firm also discloses referral arrangements tied to the accounting practice (one-time introduction payments disclosed in the brochure), and it can serve as a fiduciary to retirement plans at ERISA 3(21) or 3(38) levels—features that distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and business consulting can range from $1,000 up to $50,000 or more depending on scope and complexity; project fees for business consulting can range from $1,000 to $25,000.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rates for business consulting range from $225 to $400 per hour.
Main office
196 E 112 S
Valparaiso IN 46383
Advisors at this office
5
Most active in
Illinois · Indiana · Michigan · South Dakota
Also doing business as
Lauer Wealth LLC · Lauer Wealth Management · Lauer Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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.
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.
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