Steve Lauterbach
Investment adviser representative at Lauterbach Financial Advisors, LLC
49 yearsExperience
1 stateRegistered in
$700.3MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
49 years in the industry.
- Lauterbach Financial Advisors, LLCDec 2006 to now
- Lauterbach, Borschow and Co. P.C.Nov 1977 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lauterbach Financial Advisors, LLC
$700.3MAssets managed
403Clients
12Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4470654
- Firm CRD
- 114431