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Brian Daniel Lauer

MWA Financial Services Inc.

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About Brian Daniel Lauer

Brian Lauer is a financial advisor with over 35 years of experience. Brian is a registered representative with MWA Financial Services Inc. in Waterford, WI. He is also a registered investment advisor. Brian is registered in 11 states. Brian's areas of specialization include portfolio management, financial planning, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Brian Lauer is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Lauer’s Registration & Firm History

WI

08/13/2008 - Present

MWA Financial Services Inc. (WATERFORD WI)

WI

02/08/2002 - 07/30/2007

WADDELL & REED, INC. (WAUKESHA WI)

MN

07/16/1986 - 02/12/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/19/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Daniel Lauer. Review regulatory record here.
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