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Advisor at LAUER WEALTH MANAGEMENT
VALPARAISO, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LAUER WEALTH MANAGEMENT | Independent wealth | Aug 7, 2020 | n/a | yes | VALPARAISO, IN | Current employment |
| COMPASS FINANCIAL ADVISORS LLC | Independent wealth | Feb 10, 2014 | Aug 3, 2020 | no | FORT WAYNE, IN|Valparaiso, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPASS FINANCIAL ADVISORS LLC | LAUER WEALTH MANAGEMENT | Aug 3, 2020 | Aug 7, 2020 | 4 | Firm change | RIA to RIA |