Tania M. Louque
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jan 2026 to now
- Absolute Financial PlanningJan 2026 to now
- Osaic, Inc.Jan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Southern Wealth Strategies, LLCOct 2025 to Nov 2025
- UnemployedAug 2025 to Oct 2025
- Capital AnalystsJan 2024 to Jul 2025
- Lincoln InvestmentSep 2017 to Jul 2025
- Detillier Financial AdvisorsApr 2014 to Jul 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6332929
- Firm CRD
- 23131