Louis
Loparo
Avantax Planning Partners, Inc
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About this Advisor
Louis Loparo is a financial advisor based in Independence, Ohio, working with Avantax Planning Partners, Inc. Louis has previously held positions at Hobe & Lucas Certified Public Accountants, Inc, Greensmart Payroll Solutions, LLC, T.L. Investors Limited, The Listing Box Realty LLC, Dalopa, Inc, and Avantax Planning Partners, Inc. Louis has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Louis is part of Avantax Planning Partners, Inc, which operates out of Independence, Ohio. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Louis Loparo Work History
Avantax Planning Partners, Inc
Greensmart Payroll Solutions, LLC
T.L. Investors Limited
Hobe & Lucas Certified Public Accountants, Inc
The Listing Box Realty LLC
Dalopa, Inc
Disclosures
Please visit the SEC profile of Louis Loparo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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