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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lauer Financial Services 5 years, 1 month Jan 2011 - Present
Modern Woodmen of America 9 years Feb 2007 - Present
MWA Financial Services, Inc. 9 years Feb 2007 - Present
Wills & More 4 years, 4 months Sep 2006 - Jan 2011
Edward Jones 3 months May 2006 - Aug 2006
Kcd Financial, Inc. 1 year, 2 months Feb 2005 - May 2006
Lauer Financial Services 3 years, 1 month Apr 2003 - May 2006
Various Insurance Carriers 5 years, 8 months Sep 2000 - May 2006
Are You
Yvonne Marie Lauer?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Yvonne Lauer

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 2, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 18, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

MWA Financial Services, Inc.

Last updated on Jan. 20, 2016
    • $13.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 72
      Accounts
    • $190.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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