Unclaimed Profile

Daniel Scott Sonnen

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas

Series 65Clean record13 years registeredLAUTERBACH FINANCIAL ADVISORS, LLC

4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 6105263Firm CRD# 114431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Scott Sonnen · EL PASO, TX

Registration

CRD #6105263 · LAUTERBACH FINANCIAL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

LAUTERBACH FINANCIAL ADVISORS, LLC

Jul 2017 – present

THE MILESTONE GROUP, INC.

Apr 2016 – Jun 2017

DALLAS, TX

WEAVER WEALTH MANAGEMENT

Jan 2016 – Aug 2016

DALLAS, TX

LAUTERBACH FINANCIAL ADVISORS, LLC

Aug 2012 – Jun 2015

EL PASO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUTERBACH FINANCIAL ADVISORS, LLC

CRD 114431 · SEC 801-64326

AUM

$550M

Regulatory assets under management

Employees

1,003 client accounts

Services offered by LAUTERBACH FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Scott Sonnen offer?

Daniel Scott Sonnen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.

What are Daniel Scott Sonnen's credentials?

Daniel Scott Sonnen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Scott Sonnen located?

Daniel Scott Sonnen is based in EL PASO, Texas, working with LAUTERBACH FINANCIAL ADVISORS, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.

How does Daniel Scott Sonnen charge for services?

Daniel Scott Sonnen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAUTERBACH FINANCIAL ADVISORS, LLC?

LAUTERBACH FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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