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Suzanne Elizabeth Lindau

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas
Series 65Clean record15 years registeredLAUTERBACH FINANCIAL ADVISORS, LLC
4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 5842359Firm CRD# 114431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanne Elizabeth Lindau · EL PASO, TX
Registration
CRD #5842359 · LAUTERBACH FINANCIAL ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 14, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUTERBACH FINANCIAL ADVISORS, LLC
CRD 114431 · SEC 801-64326
AUM
$550M
Regulatory assets under management
Employees
6
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
Introduction

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05

Frequently Asked Questions

What services does Suzanne Elizabeth Lindau offer?
Suzanne Elizabeth Lindau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Suzanne Elizabeth Lindau's credentials?
Suzanne Elizabeth Lindau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne Elizabeth Lindau located?
Suzanne Elizabeth Lindau 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 Suzanne Elizabeth Lindau charge for services?
Suzanne Elizabeth Lindau'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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