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Tania M. Louque

Advisor at OSAIC — Lutcher, LA

Updated today

Credentials

Series 65, Series 63

Experience

8 years

Location

Lutcher, LA

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,560 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Tania Louque is a financial advisor at Osaic with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Absolute Financial Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using firm-provided portfolio construction tools and third-party services.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Lutcher, LA

Lutcher LA

Advisors at this office

1

Most active in

Louisiana

Work history

8 years of industry experience

Osaic, Inc.

2026 - Present • 1 year

Phoenix, AZ

Absolute Financial Planning

2026 - Present • 1 year

Austin, TX

Unemployed

2025 - 2026 • 1 year

Lutcher, LA

Southern Wealth Strategies, LLC

2025 - 2025 • 1 year

Thibodaux, LA

Unemployed

2025 - 2025 • 1 year

Lutcher, LA

Lincoln Investment

2024 - 2025 • 1 year

Fort Washington, PA

Capital Analysts

2024 - 2025 • 1 year

Fort Washington, PA

Lincoln Investment

2017 - 2025 • 8 years

Fort Washington, PA

Detillier Financial Advisors

2014 - 2025 • 11 years

Lutcher, LA

Disclosures

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

Business activities & affiliations

user avatar

Keith G

ChFC®, Series 63

Laplace, LA

Ameritas Advisory Services, LLC

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Robert M

Series 63, Series 65

LaPlace, LA

Ameritas Advisory Services, LLC

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Eugene F

Series 63, Series 66

Gonzales, LA

Edward Jones

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Shane D

Series 63, Series 65

LaPlace, LA

Mass Mutual Investors Services

Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities, Inc. from 2006 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach with clients and firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Andrew K

Series 66

Laplace, LA

Edward Jones

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ashley H

Series 66

Laplace, LA

Edward Jones

Ashley Hymel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Hymel worked at Caroline's Cookies and Hymel's Florist. Outside of her advisory role, she serves as treasurer for the Phi Mu Fraternity chapter in Baton Rouge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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