Dan Lauer [ChFEBC℠, JD, CFP®, ChFC®] & Natasha Lauer [ChFEBC℠, JD]
444 W Lake Street
Suite 1700
Chicago, IL 60606
Original Certificate Date: 8/6/2020
ChFEBC℠ Number: Dan 2C007DL50 Natasha 200C0N57L
Organization: Lauer Financial LLC
Broker Dealer: Cambridge
Phone: 312-880-7798 ext. 402
Email: info@lauer-financial.com
Website: www.lauer-financial.com
States Currently Licensed: IL, AZ, CA, CO, CT, DC, FL, GA, IN, MD, NC, OH, OK, PA, TX, VA & WI
State Insurance License #: Dan 8008998 Natasha 8686937
CRD #: Dan 4738928 Natasha 5022701
CFP #: Dan 131004
Primary Insurance: We use a variety of carriers based on situation, including MassMutual, Principal, MetLife/Brighthouse, Lincoln Life, Protective, Banner and more
Primary Investment: Vanguard, DFA & AQR
Services: Comprehensive financial planning, retirement income planning and Long-Term Care planning
Additional Information: As independent financial advisors, we have no obligations to any banks, insurance companies or investment firms to recommend their products. We partner with our clients to develop not just a plan but a relationship focused on helping you achieve your goals