Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors, LLC (CRD# 114431) is a financial advisory firm headquartered in El Paso, TX. They manage $429,052,760 in 928 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    429
    MILLION
  • Total Number of Accounts
    928
    ACCOUNTS
  • Average Account Value
    $462,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NM, TX, WA

Financial Advisors at Lauterbach Financial Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Billy R. Defrance
CRD#: 4888322
El Paso, TX 79902

Billy Defrance (CRD# 4888322) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 14 years of experience in the finance industry. Billy Defrance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Cynthia A. Fields
CRD#: 4470671
4130 Rio Bravo Street, El Paso, TX 79902

Cynthia Fields (CRD# 4470671) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 11 years of experience in the finance industry.

3
Miguel A. Gomez-Garcia
CRD#: 5451641
4130 Rio Bravo Street, El Paso, TX 79902

Miguel Gomez-Garcia (CRD# 5451641) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 12 years of experience in the finance industry. Miguel Gomez-Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William S. Johns
CRD#: 4470668
4130 Rio Bravo Street, El Paso, TX 79902

William Johns (CRD# 4470668) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 13 years of experience in the finance industry.

5
Scott D. Kobren
CRD#: 4470664
4130 Rio Bravo Street, El Paso, TX 79902

Scott Kobren (CRD# 4470664) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 13 years of experience in the finance industry.

6
Steve Lauterbach
CRD#: 4470654
4130 Rio Bravo Street, El Paso, TX 79902

Steve Lauterbach (CRD# 4470654) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 13 years of experience in the finance industry.

7
David H. Lindau
CRD#: 1682582
4130 Rio Bravo Drive, El Paso, TX 79902

David Lindau (CRD# 1682582) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 33 years of experience in the finance industry. David Lindau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Suzanne E. Lindau
CRD#: 5842359
4130 Rio Bravo Street, El Paso, TX 79902

Suzanne Lindau (CRD# 5842359) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 9 years of experience in the finance industry.

9
Stephen W. Rash
CRD#: 4470661
4130 Rio Bravo Street, El Paso, TX 79902

Stephen Rash (CRD# 4470661) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 11 years of experience in the finance industry.

10
Daniel S. Sonnen
CRD#: 6105263
4130 Rio Bravo Street, El Paso, TX 79902

Daniel Sonnen (CRD# 6105263) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 8 years of experience in the finance industry. Daniel Sonnen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.