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Charles Francis Boagni IV

Advisor at Cetera — Opelousas, LA West Bellevue St

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Opelousas, LA 70570

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Charles Boagni IV is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cetera since 2026 and has prior experience at LPL Financial and in his own firms, including Peak Wealth Management LLC since 2009. His activities outside of advisory work include operating insurance agencies focused on fixed and life insurance products, as well as involvement in real estate ventures through multiple LLCs. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and unaffiliated third-party money managers, overseeing more than $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Opelousas, LA West Bellevue St

120 West Bellevue St

Opelousas LA 70570

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

24 years of industry experience

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

Cetera

2026 - Present • 1 year

Schaumburg, IL

Walter and Boagni LLC

2022 - Present • 4 years

Opelousas, LA

Peak Realty LLC

2021 - Present • 5 years

Lafayette, LA

MM&C Realty Co LLC

2021 - Present • 5 years

Opelousas, LA

Peak Wealth Management LLC

2009 - Present • 17 years

Opelousas, LA

LPL Financial

2009 - 2026 • 17 years

Opelousas, LA

Chase Investment Services Corp.

2005 - 2009 • 4 years

LA

Banc One Securities Corporation

2003 - 2005 • 2 years

Opelousas, LA

Equitable Advisors

2002 - 2003 • 1 year

Lafayette, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott H

PFS™

Opelousas, LA

Going CPAs & Wealth Advisors, LLP

Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.

General retirement planning Founder/Business Owner
user avatar

Kristi P

Series 63, Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Kristi Pool is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Integrity Registered Investment Advisors and Consolidated Electrical Distributors. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and maintaining a due diligence process for recommended managers and private investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Andre G

Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Marcus V

Series 65

Ville Platte, LA

Simplicity wealth

Marcus Veillon is a financial advisor with Simplicity Wealth holding a Series 65 designation and seven years of industry experience. Prior to joining Simplicity Wealth, he spent five years at AE Wealth Management LLC. In addition to his advisory role, he is a licensed insurance agent selling and servicing life insurance and annuity products. Veillon is also affiliated with Mossy Oak Properties of Louisiana, maintaining his real estate licensing through continuing education but not engaging in real estate transactions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with a managed account platform for advisors.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Joseph G

Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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