Joseph A. Onopa

TACTIVE ADVISORS

Middleton, WI

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CRD#: 4226294

Professional summary

Joseph Allen Onopa is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Middleton, Wisconsin.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 11/2021 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2) ARROW ADVISORS 7226 HUBBARD AVENUE - PRIVATE LABEL ENTITY FOR INSURANCE/INVESTMENT BUSINESS - OWNER/PRODUCER SINCE 12/2021 - APPROX 80 HRS/MO - COMMISSIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Allen Onopa's CRS (Customer Relationship Summary).

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

September 13, 2024 - Present

TACTIVE ADVISORS, LLC

RIA

CRD#: 309311

Middleton, WI

Past

January 13, 2022 - October 11, 2024

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

MIDDLETON, WI

Past

December 13, 2021 - October 11, 2024

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

MIDDLETON, WI

Past

November 15, 2006 - December 22, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

MIDDLETON, WI

Past

November 15, 2006 - December 22, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

MADISON, WI

Past

August 22, 2006 - November 8, 2006

PARK AVENUE SECURITIES LLC

CRD#: 46173

MADISON, WI

Past

March 24, 2004 - March 24, 2004

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MILWAUKEE, WI

Past

March 20, 2003 - July 17, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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

Wisconsin
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/9/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2003

General Securities Representative Examination

Current Firm

TACTIVE ADVISORS, LLC

CRD#: 309311 / SEC#: 801-119680

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(855) 282-2848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 456,874,649

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.

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Joseph A. Onopa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Allen Onopa's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

TACTIVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2008

Series 66

Date: 4/9/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2003

Current Firm

TACTIVE ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TACTIVE ADVISORS, LLC

TRUST BUT VERIFY

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