Morgan Stanley
47yrs
Top advisor by experience in Colorado
33yrs
Based in Greenwood Village, Colorado, James Lauer is a fiduciary financial advisor with 33 years of industry experience. James joined Wells Fargo Advisors in 2011, after 12 years at Wells Fargo Investments. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 5% by experience in Greenwood Village
Office5613 DTC Parkway Suite 1000, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 1999 – 2011Wells Fargo Investments, LLCPreviously
Contact James
Local office(303) 850-7900Ask for James. (314) 875-3000Main office · St. Louis, MO 5613 DTC Parkway Suite 1000Greenwood Village, CO 80111Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (303) 850-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for James Lauer.
How long has James been a financial advisor?
James has been in the industry since 1993, about 33 years. Top 5% by experience in Greenwood Village.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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