Lauer Financial ServicesFinancial advisor in Burlington, WI

Lauer Financial Services is a financial advisor at 228 N Milwaukee St # C, Waterford, WI 53185, ranked #10 of 109 financial advisors in Burlington and rated 5.0 from 6 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, WIUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (262) 534-7100 Website ↗

Key facts

Key facts about Lauer Financial Services
Address	228 N Milwaukee St # C, Waterford, WI 53185, Burlington, WIGet directions
Phone	(262) 534-7100
Website	lauerfinancial.com
Google rating	5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Burlington and 11 towns within 25 miles: Muskego, Franklin, Caledonia, New Berlin, Salem, Greendale, Greenfield, Waukesha, Mount Pleasant, Oak Creek and West Allis.

Based in Burlington, WIView on map

Questions about Lauer Financial Services

How is Lauer Financial Services ranked in Burlington?

Lauer Financial Services is ranked #10 of 109 financial advisors in Burlington by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Lauer Financial Services serve?

Serves Burlington and 11 towns within 25 miles: Muskego, Franklin, Caledonia, New Berlin, Salem, Greendale, Greenfield, Waukesha, Mount Pleasant, Oak Creek and West Allis. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lauer Financial Services?

Lauer Financial Services has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lauer Financial Services?

Call Lauer Financial Services on (262) 534-7100. The business is at 228 N Milwaukee St # C, Waterford, WI 53185, Burlington, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lauer Financial Services compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Lauer Financial Services (this business)	—	64	5.0 (6)	—	—
Jana Schoberg-Modern Woodmen of America	#8	66	5.0 (41)	—	—	17.1 mi
Landmark Credit Union	#9	66	3.0 (87)	Yes	No	6.0 mi
Retirement Advocates, Inc.	#11	64	5.0 (25)	No	No	21.0 mi

See all 109 ranked financial advisors in Burlington