Brian
Lauer

Mwa Financial Services Inc

CRD#1517281
Investment Advisor
in Waterford, WI

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About this Advisor

Brian Lauer is a financial advisor working out of Waterford, Wisconsin who has 15 years of relevant experience. Lauer is an employee of Mwa Financial Services Inc. Over the course of their career, they have held roles at Straight Arrow Golf, Inc, Lauer Financial Services, Modern Woodmen Of America, Mwa Financial Services and Village Of Waterford. Lauer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Mwa Financial Services Inc is a business that has its headquarters in Rock Island, IL. It has offices in 61 locations and a total of 689 people on staff. It controls $136 million in total assets among its 987 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 987 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on which services are offered. Fees billed by Mwa Financial Services Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

228 C North Milwaukee Street
Waterford, WI 53185

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$135,611,907

WI Average: $6,674,516,078
Total Number of Employees

689

WI Average: 44
Total Number of Accounts

987

WI Average: 2,564
Average Account Size

$137,398

WI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Lauer Work History

Brian has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Modern Woodmen Of America

2007 - Present (17 years)

Mwa Financial Services

2007 - Present (17 years)

Village Of Waterford

2003 - Present (21 years)

Lauer Financial Services

1996 - Present (28 years)

Straight Arrow Golf, 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 Brian Lauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Bennett Sperber
Ontario, CA
Austin Beneteau
Rancho Mirage, CA
Jeffrey Boll
Prairie Du Sac, WI
Dustin Knoedler
Cincinnati, OH
Martha Litz
Roanoke, VA
Brandon Millard
Loudon, TN
Dannielle Roberts
Sulligent, AL
Hector Romo
Laguna Hills, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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