Unclaimed
Michael Lauer is a financial advisor with over 20 years of experience in the financial industry. Michael is currently registered with Cetera Investment Advisers LLC and has a Series 7, Series 24, and Series 63 licenses. Michael also holds the Certified Financial Planner designation.
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.
1
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 2/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lauer is the right advisor for you? Invested Better is here to help.