Daniel S. Sonnen
LAUTERBACH FINANCIAL ADVISORS
El Paso, TX 79902
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CRD#: 6105263
Professional summary
Daniel Scott Sonnen, CFA, CFP®, who also goes by Daniel Sonnen, is a registered financial advisor currently at LAUTERBACH FINANCIAL ADVISORS, LLC located in El Paso, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 3 firms and has passed the Series 65 exam.
Biography
Dan earned his Master of Business Administration from the Mays Business School at Texas A&M University, earning an academic scholarship and working as a Graduate Assistant in the Finance Department during his time in College Station. He graduated cum laude with a Bachelor of Business Administration in Finance from Texas State University. Dan is a member of The National Association of Personal Financial Advisors as well as the El Paso Estate Planning Council.
Outside of work Dan loves spending time with his wife Vanessa and their dogs Tucker (Boxer) and Ozzie (Toy Poodle). He enjoys hiking, weightlifting, yoga, and especially golf. Dan is most proud of his continued volunteer activities with Junior Achievement.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Social Security Planning
Investment Planning
Tax Planning
Education Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Daniel Sonnen
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.
4130 RIO BRAVO LLC, NON INVESTMENT RELATED, 4130 RIO BRAVO ST, EL PASO, TX 79902, PASSIVE REAL ESTATE, LIMITED PARTNER SINCE1/1/2021, ZERO HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Scott Sonnen'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®
CFP®
Start date: 2015
Experience
Current
July 18, 2017 - Present
LAUTERBACH FINANCIAL ADVISORS, LLC
Office #1: 4130 Rio Bravo Street, El Paso, TX 79902RIA
CRD#: 114431
El Paso, TX
Past
April 20, 2016 - June 1, 2017
BOK FINANCIAL PRIVATE WEALTH, INC.
RIA
CRD#: 106733
DALLAS, TX
Past
January 9, 2016 - August 18, 2016
WEAVER WEALTH MANAGEMENT
RIA
CRD#: 115150
DALLAS, TX
Past
August 21, 2012 - June 30, 2015
LAUTERBACH FINANCIAL ADVISORS, LLC
RIA
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(7/18/2017)
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
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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
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