Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Conrad Lauer is a financial advisor who has been working in the industry since 1999. Peter is currently registered with Creative Planning as a Registered Investment Advisor. Peter has a series 7, 63, and 65 license and has previously been registered with Charles Schwab & Co., Inc., Morgan Stanley DW Inc., and Prudential Securities Incorporated. Peter has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
KS
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
CA
05/31/2002 - 07/25/2014
CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)
NY
04/26/2000 - 05/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/08/1999 - 03/14/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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