David Lauer, financial advisor Baxter MN
93 score

David Lauer

CRD Number: 5595645
Current Firm: Lauer Capital Management, LLC

David Lauer (CRD# 5595645) is an Investment Advisor Representative working at Lauer Capital Management, LLC in Baxter, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Complete Title / First American Title Baxter, MN Jun 2002 - Current 15
Cornerstone Investment Advisors, LLC Baxter, MN Jan 2014 - Mar 2016 2
National Planning Corporation Baxter, MN Oct 2008 - Feb 2016 7
Johnson Enterprises Baxter, MN Sep 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for David M. Lauer
Phone Number: 218-838-3426
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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