Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors, LLC (CRD# 114431) is a financial advisory firm headquartered in El Paso, TX. They manage $485,940,617 in 987 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    987
    ACCOUNTS
  • Average Account Value
    $492,341
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
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 11 top financial advisors.
1
Billy R. Defrance
CRD#: 4888322
4130 Rio Bravo Drive, 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 15 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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 17 years of experience in the finance industry.

6
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 36 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 15 years of experience in the finance industry.

9
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 11 years of experience in the finance industry.

10
Jon A. Sonnen
CRD#: 3061356
4130 Rio Bravo Drive, El Paso, TX 79902

Jon Sonnen (CRD# 3061356) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 25 years of experience in the finance industry.

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