Lauer Wealth Management
41yrs
Top advisor by experience in Valparaiso
2yrs
Based in Valparaiso, Indiana, William Wright is a fiduciary financial advisor with 2 years of industry experience. William has been with Valic Financial Advisors since 2025. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 85 advisors with offices in Valparaiso, and one of 81 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeValparaiso, IN
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowValic Financial Advisors, Inc.Current firm
Contact William
(866) 544-4968Firm headquarters in Houston, TX. Ask for William. Valparaiso, INOffice · Get directions Firm websiteHTTP://WWW.VALIC.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Valic Financial Advisors at (866) 544-4968 and ask for William Wright. William works from the Valparaiso, IN office.
How long has William been a financial advisor?
William has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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