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Inactive

Leo Eugene Lauterbach

Edelman Financial Engines

Fairfax, VA

Denver, CO

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-17
CO RA APPROVED 2025-11-13
VA RA APPROVED 2025-11-13
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-13
  • VA RA
    APPROVED
    Since 2025-11-13

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olive Garden Toledo OH 10/2015 10/2016
Omni Financial Broomfield CO 10/2016 08/2017
Personal Capital Denver CO 09/2017 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 10/2025
Empower Financial Services, Inc Greenwood Village CO 10/2025 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 10/2015 → 10/2016
    Olive Garden
    Toledo, OH
  • 10/2016 → 08/2017
    Omni Financial
    Broomfield, CO
  • 09/2017 → 04/2023
    Personal Capital
    Denver, CO
  • 04/2023 → 10/2025
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 10/2025 → 10/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2023-04-03 → 2025-11-19
    Empower Advisory Group, Llc
    Denver, CO
    Greenwood Village, CO
    Greenwood Village, CO
    Denver, CO
  • 2021-03-01 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-01
Other Names
  • Lee Lauterbach
  • Leo Lauterbach

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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