Abigail Loria
Investment adviser representative at Mps-loria Financial Planners,LLC
12 yearsExperience
2 statesRegistered in
$826.6MFirm assets
20 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mps Loria Financial Planners, LLCJan 2023 to now
- Self-employedMay 2022 to now
- Alter Brewing CompanySep 2023 to May 2024
- Buffalo Wild WingsJan 2021 to May 2022
- Del Barrio MezcaleriaJul 2019 to Aug 2023
- University of Wisconsin Stevens PointMay 2018 to May 2022
- Rosary High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mps-loria Financial Planners,LLC
$826.6MAssets managed
679Clients
6Advisers
20 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
- 7802411
- Firm CRD
- 122866