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 7 years of experience in the finance industry.

Similar Advisors
Julie Dillon, financial advisor Baxter MN
Julie A. Dillon
CRD# 2595545
Investment Centers Of America, Inc.
Similar Advisors
Daniel Fundingsland, financial advisor Baxter MN
Daniel J. Fundingsland
CRD# 4982641
Cetera Advisors LLC
Similar Advisors
Paul Greengo, financial advisor Baxter MN
Paul G. Greengo
CRD# 2008652
Ameriprise Financial Services, Inc.
Company Name Location Dates Years
Complete Title / First American Title Baxter, MN Jun 2002 - Current 14
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


Ready to hire a financial advisor? Get competitive proposals from David Lauer and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.