Daniel
Lauer
American Independent Securities Group, LLC
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About this Advisor
Daniel Lauer is a financial advisor working out of Coeur D'alene, Idaho, with a total of 12 years of industry experience. Lauer is on the advisory team at American Independent Securities Group, LLC. Their career trajectory has included roles at Stillwater Consulting Inc, American Independent Securites Group, LLC and Storeporter. Lauer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Idaho. American Independent Securities Group, LLC is a registered investment company operating out of Eagle, ID. The firm has offices in 28 locations and a total of 33 financial advisors. It administers $408 million in assets under management across its 2,737 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,737 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. American Independent Securities Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the financial services. However, fees billed by American Independent Securities Group, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Independent Securities Group, LLC Brokerage Details
$407,674,041
33
2,737
$148,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Lauer Work History
Daniel has been registered as a financial advisor for 12 years.*
American Independent Securites Group, LLC
Storeporter
Stillwater Consulting Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Lauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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