LD
Lawrence A. Debaltzo
AVANTAX PLANNING PARTNERS
Independence, OH 44131
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CRD#: 7625141
LD
Professional summary
Lawrence Angelo Debaltzo, who also goes by Lawrence A Debaltzo, Lawrence Debaltzo, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Independence, Ohio.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lawrence has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lawrence A Debaltzo | Lawrence Debaltzo
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. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and to provide investment and financial planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2022 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients 2. RENTAL PROPERTY POSITION: Owner NATURE: Individually owned Residential rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/07/2020 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: Owner of the property responsible for rent collections, maintenance 3. HOBE & LUCAS, CERTIFIED PUBLIC ACCOUNTANTS, INC. POSITION: Shareholder NATURE: Shareholder of CPA Firm located in Independence, Ohio providing accounting, consulting and tax services to clients. Some services that are provided are client accounting services, preparation of compiled, reviewed and audited financial statements, tax return preparation and compliance, tax planning services, business valuation services, technology consulting, business consulting and payroll solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2010 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: As a shareholder of Hobe & Lucas, I am responsible for providing and overseeing accounting, consulting and tax services to clients and for being a part of the firm management team. I head up the tax and business valuation departments for the firm. I provide tax planning and compliance services to business and high net worth individuals. I also provide financial statement review and audit services for business clients mainly in the construction industry. I assist with recruiting and hiring staff for the firm. I am involved with business development to help grow the firm. 4. GREENSMART PAYROLL SOLUTIONS, LLC POSITION: Manager NATURE: GreenSmart Payroll Solutions, LLC provides full service payroll services to both clients and non-clients of Hobe & Lucas, CPA's, including the preparation of paychecks and payroll tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/29/2010 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: As managing member of GreenSmart Payroll Solutions, LLC, I am responsible for the day to day operations of the company including administrative functions and personnel management. This is the extent of my duties for the company. 5. ALTO MILA CONSULTING, LLC POSITION: Shareholder NATURE: This firm was a tax and consulting practice that provided tax compliance, tax planning and tax consulting services to clients. Company has been inactive since 2015. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2005 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: No duties as this is an inactive entity. 6. THE GERALD DEBALTZO LIVING TRUST POSITION: Co-Trustee NATURE: Trust set up for my Father for which I will serve as Co-Trustee during his lifetime and as Trustee when he passes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2023 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: As Co-Trustee along with my Father, I will have authority to administer and operate the trust for the benefit of my Father while he is living and for the beneficiaries after my father passes.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Angelo Debaltzo'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®
NoneExperience
Current
December 16, 2022 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 4807 Rockside Rd Suite 510, Independence, OH 44131RIA
CRD#: 106237
Independence, OH
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".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 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
Ohio(12/16/2022)
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
Red Flags
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