Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors, LLC (CRD# 114431) is a financial advisory firm headquartered in El Paso, TX. They manage $246,405,026 in 667 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $369,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
4130 Rio Bravo Drive, El Paso, TX 79902
103
Wealthminder
score
Billy Defrance (CRD# 4888322) 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. 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
Miguel A. Gomez-Garcia
CRD#: 5451641
4130 Rio Bravo Street, El Paso, TX 79902
96
Wealthminder
score

Miguel Gomez-Garcia (CRD# 5451641) 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. 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.

3
David H. Lindau
CRD#: 1682582
4130 Rio Bravo Drive, El Paso, TX 79902
96
Wealthminder
score

David Lindau (CRD# 1682582) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 29 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.

4
Judy A. Groves
CRD#: 4652956
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Judy Groves (CRD# 4652956) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 7 years of experience in the finance industry.

5
William S. Johns
CRD#: 4470668
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

William Johns (CRD# 4470668) 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.

6
Scott D. Kobren
CRD#: 4470664
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Scott Kobren (CRD# 4470664) 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.

7
Steve Lauterbach
CRD#: 4470654
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Steve Lauterbach (CRD# 4470654) 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.

8
Suzanne E. Lindau
CRD#: 5842359
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Suzanne Lindau (CRD# 5842359) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 5 years of experience in the finance industry.

9
Cynthia F. Lyons
CRD#: 4470671
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Cynthia Lyons (CRD# 4470671) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 7 years of experience in the finance industry.

10
Stephen W. Rash
CRD#: 4470661
4130 Rio Bravo Street, El Paso, TX 79902
93
Wealthminder
score

Stephen Rash (CRD# 4470661) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 7 years of experience in the finance industry.

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