Member / Chief Compliance Officer · Lauterbach Financial Advisors, LLC
Daniel S. Sonnen
CRD 6105263 · Named on Form ADV at one SEC-registered adviser
At a glance
Lauterbach Financial Advisors, LLC, an SEC-registered wealth manager based in EL Paso, TX with $700 million in regulatory assets, lists Daniel S. Sonnen on its Form ADV as Member / Chief Compliance Officer.
Firms and roles
- Lauterbach Financial Advisors, LLCMember / Chief Compliance OfficerWealth manager · EL Paso, TX · $700M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (8)
- Cynthia F. LyonsMember, Lauterbach Financial Advisors, LLC
- Stephen W. RashMember, Lauterbach Financial Advisors, LLC
- Scott D. KobrenMember, Lauterbach Financial Advisors, LLC
- Mark P. GrooverMember, Lauterbach Financial Advisors, LLC
- Billy R. DefranceMember, Lauterbach Financial Advisors, LLC
3 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.