Daniel Sonnen has been Member / Chief Compliance Officer of Lauterbach Financial Advisors since January 2021, is not listed as a control person, but directly owns between 10% and 25% of the firm. Daniel Sonnen holds a Master of Business Administration from Mays Business School, Texas A&M University and a Bachelor of Business Administration in Finance from Texas State University.
Lauterbach Financial Advisors, LLC is an El Paso, TX firm with $700M under management, 403 clients and 5 advisers in one office, as of its March 2026 filing.
Dan Sonnen is Partner, Wealth Advisor and Chief Investment Officer of Lauterbach Financial Advisors, based in El Paso. He has provided holistic financial planning counsel since 2011 and specializes in planning and investment analysis for foundations and endowments. He uses Monte Carlo analysis to evaluate risk in terms of probability and random variables.
Daniel Sonnen’s longest registration is the current one, 9 years at Lauterbach Financial Advisors since 2017. Before joining Lauterbach Financial Advisors in 2017, Daniel Sonnen was registered through The Milestone Group, Inc. and Weaver Wealth Management.
- – present · 9 yearsEl Paso, TX · Adviser representative · Firm CRD 114431
- The Milestone Group, Inc.– · 1 yearDallas, TX · Adviser representative · Firm CRD 106733
- Weaver Wealth Management– · under a yearDallas, TX · Adviser representative · Firm CRD 115150
- – · 2 yearsEl Paso, TX · Adviser representative · Firm CRD 114431
Professional designations
Listed by Lauterbach Financial Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Sonnen is registered as an investment adviser representative in Texas, since July 2017.
- TexasSince 18 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Scott Sonnen
- CRD
- 6105263
- Firm
- Lauterbach Financial Advisors · CRD 114431
- Role
- Member / Chief Compliance Officer
- Office
- 4130 RIO BRAVO STREET, El Paso, TX 79902
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lfa-ia.com
Where does Daniel Sonnen work?
Daniel Sonnen has been Member / Chief Compliance Officer of Lauterbach Financial Advisors, LLC since January 2021.
Is Daniel Sonnen a financial advisor?
Yes. Daniel Sonnen has a current investment-adviser registration in Texas, through Lauterbach Financial Advisors since July 2017.
How many years of experience does Daniel Sonnen have?
Daniel Sonnen has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Daniel Sonnen passed?
Daniel Sonnen passed the Series 65 in April 2012.
Where did Daniel Sonnen work before Lauterbach Financial Advisors?
Before Lauterbach Financial Advisors, Daniel Sonnen was registered through The Milestone Group, Inc., April 2016 to June 2017; Weaver Wealth Management, January 2016 to August 2016.
Where is Daniel Sonnen based?
Daniel Sonnen’s registered office is in El Paso, TX.
Is Daniel Sonnen registered with FINRA?
No. Daniel Sonnen has no current broker registration.
Is Daniel Sonnen a CFP?
Lauterbach Financial Advisors lists Daniel Sonnen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Daniel Sonnen a CFA charterholder?
Lauterbach Financial Advisors lists Daniel Sonnen with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Daniel Sonnen’s record?
Search CRD 6105263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Sonnen’s full registration record.
