DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Gerard Lauer
Certified Financial Planner
Feed of 09/14/2026
At current firm
8 y
since Oct 5, 2017
In the industry
40 y
since Feb 26, 1986 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Lauer Wealth Management independent RIA currentsince Oct 5, 2017 · Valparaiso, In
- Central Wealth, LLC formerApr 26, 2016 to May 18, 2016 · Sioux City, Ia
- Ifam Capital formerJul 7, 2015 to Dec 11, 2017 · Fort Collins, Co
- Northwest Wealth Management, LLC independent RIAFeb 2, 2010 to Jun 16, 2015 · Spencer, Ia
- Questar Asset Management, Inc. formerMay 27, 2005 to Oct 16, 2007 · Valparaiso, In
- Compass Financial Advisors LLC independent RIADec 3, 1998 to Mar 16, 2010 · Valparaiso, In
Moves
a registration end followed by a registration begin elsewhere
- Ifam Capital to Central Wealth, LLCleft Dec 11, 2017, registered Apr 26, 2016 (-594 days) · Other
- Central Wealth, LLC to Lauer Wealth Managementleft May 18, 2016, registered Oct 5, 2017 (505 days) · Other
- Northwest Wealth Management, LLC to Ifam Capitalleft Jun 16, 2015, registered Jul 7, 2015 (21 days) · Other
- Compass Financial Advisors LLC to Questar Asset Management, Inc.left Mar 16, 2010, registered May 27, 2005 (-1754 days) · Other
- Questar Asset Management, Inc. to Northwest Wealth Management, LLCleft Oct 16, 2007, registered Feb 2, 2010 (840 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address