Suzanne Lindau has been Member / Chief Financial Officer / Managing Partner of Lauterbach Financial Advisors since January 2015, is a control person of the firm and directly owns between 10% and 25% of it. Suzanne Lindau holds a Bachelor of Business Administration in Accounting from the University of Texas, El Paso.
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.
Suzanne E. Lindau is Managing Partner and Wealth Advisor of Lauterbach Financial Advisors, based in El Paso. She is part of the firm's Institutional Advisory Team and applies tax knowledge earned through years as a tax accountant and CPA. She guides clients toward setting and achieving long-term financial goals.
- – present · 15 yearsEl Paso, TX · Adviser representative · Firm CRD 114431
Professional designations
Listed by Lauterbach Financial Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Suzanne Lindau is registered as an investment adviser representative in Texas, since December 2010.
- TexasSince 14 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Suzanne Elizabeth Lindau
- CRD
- 5842359
- Firm
- Lauterbach Financial Advisors · CRD 114431
- Role
- Member / Chief Financial Officer / Managing Partner
- Office
- 4130 RIO BRAVO STREET, El Paso, TX 79902
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lfa-ia.com
Where does Suzanne Lindau work?
Suzanne Lindau has been Member / Chief Financial Officer / Managing Partner of Lauterbach Financial Advisors, LLC since January 2015, and is a control person of the firm.
Is Suzanne Lindau a financial advisor?
Yes. Suzanne Lindau has a current investment-adviser registration in Texas, through Lauterbach Financial Advisors since December 2010.
How many years of experience does Suzanne Lindau have?
Suzanne Lindau has 15 years in the financial industry, since December 2010, across 1 adviser firm.
What exams has Suzanne Lindau passed?
Suzanne Lindau passed the Series 65 in December 2010.
Where is Suzanne Lindau based?
Suzanne Lindau’s registered office is in El Paso, TX.
Is Suzanne Lindau registered with FINRA?
No. Suzanne Lindau has no current broker registration.
How can I verify Suzanne Lindau’s record?
Search CRD 5842359 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Lindau’s full registration record.
Daniel SonnenMember / Chief Compliance Officer- Stephen RashMember
- Scott KobrenMember
- Cynthia LyonsMember
- Mark GrooverMember
Billy DefranceMember- Adrian BritoMember
- Matthew KerrMember