Unclaimed Profile

Steve Lauterbach

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas

Clean recordLAUTERBACH FINANCIAL ADVISORS, LLC

4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 4470654Firm CRD# 114431

Profile Verification

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

Identity

Steve Lauterbach · EL PASO, TX

Registration

CRD #4470654 · LAUTERBACH FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steve Lauterbach is a registered financial advisor based in EL PASO, Texas, affiliated with LAUTERBACH FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LAUTERBACH FINANCIAL ADVISORS, LLC

AUM

$550M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4470654

Firm CRD# 114431

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steve Lauterbach offer?

Steve Lauterbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.

What are Steve Lauterbach's credentials?

Steve Lauterbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Lauterbach located?

Steve Lauterbach 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 Steve Lauterbach charge for services?

Steve Lauterbach'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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