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LR

Louis F. Rendemonti

TRUE PATH FINANCIAL
OSPREY, FL
Some features on this profile are disabled
CRD#: 1194942
LR

Professional summary

Louis F Rendemonti JR, who also goes by Louis Francis Rendemonti Jr, Louis Francis Rendemonti, is a registered financial advisor currently at TRUE PATH FINANCIAL LLC located in Osprey, Florida.

Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Louis has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Louis Francis Rendemonti Jr | Louis Francis Rendemonti

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis F Rendemonti JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2026 - Present

TRUE PATH FINANCIAL LLC

RIA
CRD#: 336137
OSPREY, FL
Past

June 8, 2020 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Bradenton, FL
Past

June 1, 2020 - March 27, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Bradenton, FL
Past

April 30, 2001 - June 2, 2020

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
LAKEWOOD RANCH, FL
Past

May 3, 1999 - June 2, 2020

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
LAKEWOOD RANCH, FL
Past

September 19, 1995 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 12, 1992 - May 22, 1995

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

March 12, 1992 - May 22, 1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

July 29, 1988 - October 18, 1991

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

July 29, 1988 - October 18, 1991

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

January 14, 1986 - July 29, 1988

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

January 17, 1984 - February 19, 1986

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

January 17, 1984 - February 20, 1986

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

January 17, 1984 - February 20, 1986

OSAIC FA, INC.

BD
CRD#: 3978

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/31/2026)
IAR
Pennsylvania
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/6/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/1984
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TP
TRUE PATH FINANCIAL LLC
TRUE PATH FINANCIAL LLC

CRD#: 336137 / SEC#:

Florida
Registered Investment Advisory firm - (3/31/2026 Approved)
New Jersey
Registered Investment Advisory firm - (3/31/2026 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/31/2026 Approved)
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Contact information

Main Address
Osprey, FL
Mailing Address
Phone number
(941) 867-4745
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUE PATH FINANCIAL LLC

CRD#: 336137Osprey, FL

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