Taeya Lauer is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
105 East Oak, Unit 1A, Bozeman, MT, 59715
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Taeya has several business activities, including operating her LPL business through Pacific Coast Financial Services, Inc. and managing Yellow Dog Investment Company for tax/investment purposes. She also spends full-time hours managing PCFS, LLC for tax/investment purposes.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
D.A. Davidson & CO.
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
Wm Financial Services, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.