Investment adviser representative · W.A. Smith Financial Group

William J. Lauer

CRD 6695033 · Sandusky, OH

At a glance

William J. Lauer is an investment adviser representative with W.A. Smith Financial Group in Sandusky, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2016, about 10 years ago.

Current advisory firm

W.A. Smith Financial GroupSince September 2016Sandusky, OH · $1.2B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

William’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at W.A. Smith Financial Group

Every advisor at W.A. Smith Financial Group →W.A. Smith Financial Group: assets, clients and custodians →Financial advisors in Sandusky, OH →Every W.A. Smith Financial Group advisor in Sandusky →Advisor Moves: who changed firms this week →