Daniel Scott Sonnen

Employer firm

Lauterbach Financial Advisors, LLC CRD 114431

$700M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 07/2017
  The Milestone Group, Inc.
  Denver, CO
• 07/2017 → Present
  Lauterbach Financial Advisors, Llc
  El Paso, TX

Previous Registrations

• 2016-04-20 → 2017-06-01
  Bok Financial Private Wealth, Inc.
  Dallas, TX
• 2016-01-09 → 2016-08-18
  Weaver Wealth Management
  Dallas, TX
• 2012-08-21 → 2015-06-30
  Lauterbach Financial Advisors, Llc
  El Paso, TX

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-02

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Daniel Sonnen