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Tania Louque

Advisor at OSAIC

Updated today

Location

Lutcher, LA

Credentials

Series 63, Series 65

Industry experience

8 years

About

Tania Louque is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Detillier Financial Advisors. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to guide investment decisions.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Lutcher, LA

Most active in

Louisiana

Work history

Osaic, Inc.

2026 - Present (1 year)

Absolute Financial Planning

2026 - Present (1 year)

Unemployed

2025 - 2026 (1 year)

Southern Wealth Strategies, LLC

2025 - 2025 (1 year)

Unemployed

2025 - 2025 (1 year)

Lincoln Investment

2024 - 2025 (1 year)

Capital Analysts

2024 - 2025 (1 year)

Lincoln Investment

2017 - 2025 (8 years)

Detillier Financial Advisors

2014 - 2025 (11 years)

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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ChFC®, Series 63

Laplace, LA

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Series 63, Series 65

La Place, LA

Ameritas Advisory Services, LLC

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