Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lauer is a financial advisor with Cetera Investment Advisers LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Michael specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Michael has been registered with the Securities and Exchange Commission (SEC) since 2003 and holds the Series 7, Series 24, and Series 63 licenses. Michael has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service and advice. Michael has worked with Cambridge Investment Research, Inc., Capitalquest Securities, Inc., and Advisornet Wealth Management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON MN)
MN
08/13/2010 - 06/20/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Edina MN)
MN
06/03/2005 - 09/14/2010
CAPITALQUEST SECURITIES, INC. (FOREST LAKE MN)
IA
11/05/2003 - 06/06/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BC
Issued 02/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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