SL
Steve Lauterbach
LAUTERBACH FINANCIAL ADVISORS
El Paso, TX 79902
Some features on this profile are disabled
CRD#: 4470654
SL
Professional summary
Steve Lauterbach MR., who also goes by Steve Lauterbach, is a registered financial advisor currently at LAUTERBACH FINANCIAL ADVISORS, LLC located in El Paso, Texas.
Steve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Steve has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Lauterbach
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LAUTERBACH, BORSCHOW & CO. P.C.; NON INVESTMENT RELATED; 4130 RIO BRAVO SUITE B-100, EL PASO, TX 79902; SERVES AS TAX PARTNER AND MENTOR TO MANAGING PARTNER OF CPA FIRM FOR ABOUT 25HRS/WK STARTING IN NOVEMBER OF 1999. WAS PARTNER PRIOR (1977-1999) 4130 RIO BRAVO LIMITED, NON INVESTMENT RELATED, 4130 RIO BRAVO ST, EL PASO, TX 79902, PASSIVE REAL ESTATE, GENERAL PARTNER & LIMITED PARTNER SINCE 10/1/1999, ONE HOUR PER WEEK (NONE DURING TRADING) PASO PROPERTIES, LP, NON INVESTMENT RELATED, 6500 MONTANA AVE, EL PASO, TX 79925, PASSIVE REAL ESTATE, LP & BOARD CHAIRMAN AND ADVISOR SINCE 2015, 5 HOURS PER WEEK JUDBERN LP; NON INVESTMENT RELATED; 4130 RIO BRAVO ST, EL PASO, TX 79902; PASSIVE REAL ESTATE; GENERAL PARTNER AND LIMITED PARTNER; 01/01/2000; 2 HOURS PER WEEK MESITA INVESTORS LLC;NON INVESTMENT RELATED; 4130 RIO BRAVO ST, EL PASO, TX 79902; PASSIVE REAL ESTATE; GENERAL PARTNER; 01/01/2000; 2 HOURS PER WEEK AP GROWTH PROPERTIES, LP; NON INVESTMENT RELATED; 6500 Montana, El Paso, TX 79925; PASSIVE REAL ESTATE; LIMITED PARTNER; 01/01/23; 0 HOURS AP GROWTH PARTNERS; NON INVESTMENT RELATED; 6500 Montana, El Paso, TX 79925; PASSIVE REAL ESTATE; GP; GENERAL PARTNER; 01/01/23; 3 HOURS PER WEEK LAUTERBACH LP; NON INVESTMENT RELATED; 4130 RIO BRAVO ST, EL PASO, TX 79902; PASSIVE REAL ESTATE; GP AND LP; 01/01/2000; 10 HOURS PER WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Steve Lauterbach MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 19, 2006 - Present
LAUTERBACH FINANCIAL ADVISORS, LLC
Office #1: 4130 Rio Bravo Street, El Paso, TX 79902RIA
CRD#: 114431
El Paso, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LAUTERBACH FINANCIAL ADVISORS, LLC
LAUTERBACH FINANCIAL ADVISORS, LLC
CRD#: 114431 / SEC#: 801-64326
RIA
Registered Investment Advisory firm - (6/6/2005 Approved)Texas
Registered Investment Advisory firm - (6/21/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/19/2006)
Current Firm
LAUTERBACH FINANCIAL ADVISORS, LLC
LAUTERBACH FINANCIAL ADVISORS, LLC
CRD#: 114431 / SEC#: 801-64326
RIA
Registered Investment Advisory firm - (6/6/2005 Approved)Texas
Registered Investment Advisory firm - (6/21/2005 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4130 Rio Bravo Street, El Paso, TX 79902
Mailing Address
Phone number
(915) 544-6950
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,003 |
| AUM (Assets Under Management) | $ 590,638,330 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LAUTERBACH FINANCIAL ADVISORS, LLC
CRD#: 114431El Paso, TX 79902TRUST BUT VERIFY
Monitor Steve Lauterbach
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
