Elizabeth LauerCRD Number: 2013720
Current Firm: Ameriprise Financial Services, Inc.
Elizabeth Lauer (CRD# 2013720) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Reading, PA and has over 27 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|American Express Financial Advisors Inc.||Allentown, PA||Nov 1989 - Current||27|
|Ids Life Insurance Company||Allentown, PA||Nov 1989 - Current||27|
|Mccann School Of Business||Wyoming, PA||Sep 1986 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
- Customer Dispute
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV