LD
Lawrence A. Debaltzo
CETERA PLANNING PARTNERS
Independence, OH 44131
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CRD#: 7625141
LD
Lawrence Angelo DebaltzoCETERA PLANNING PARTNERS
Professional summary
Lawrence Angelo Debaltzo, who also goes by Lawrence A Debaltzo, Lawrence Debaltzo, is a registered financial advisor currently at CETERA PLANNING PARTNERS 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 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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
September 29, 2026 - Present
CETERA PLANNING PARTNERS
Office #1: 6000 Freedom Square Drive Suite 550, Independence, OH 44131RIA
CRD#: 129625
Independence, OH
Past
December 16, 2022 - September 29, 2026
AVANTAX PLANNING PARTNERS, INC.
RIA
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".
CP
CETERA PLANNING PARTNERS
CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.
CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - (1/16/2004 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(9/29/2026)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
CP
CETERA PLANNING PARTNERS
CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.
CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - (1/16/2004 Approved)Loading...
Contact information
Main Address
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
Mailing Address
Phone number
(913) 498-8898
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,107 |
| AUM (Assets Under Management) | $ 4,164,758,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2026 | ||
| 11/24/2025 | ||
| 08/08/2024 | ||
| 11/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
