Back to top

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, 6 months Jan 2011 - Present
Modern Woodmen of America 9 years, 5 months Feb 2007 - Present
MWA Financial Services, Inc. 9 years, 5 months Feb 2007 - Present
Wills & More 4 years, 4 months Sep 2006 - Jan 2011
Edward Jones 3 months May 2006 - Aug 2006
Are You
Yvonne Marie Lauer?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Yvonne Lauer

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 2, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 18, 2016
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 May 20, 2016
    • $14.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70
      Accounts
    • $201.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
Other Advisors in Your Area
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Daniel "Danny" Chen
    Cetera Advisors LLC
    Eatontown, NJ
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile