LL
Louis V. Loparo
AVANTAX PLANNING PARTNERS
Independence, OH 44131
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CRD#: 7747822
LL
Professional summary
Louis Vincent Loparo, who also goes by Louis V Loparo, Louis Loparo, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Independence, Ohio.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Louis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Louis V Loparo | Louis Loparo
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) THE LISTING BOX REALTY LLC; member; This company assists buyers and sellers with the purchase and sale of residential real estate. I assisted the company with getting set up and developing a website; NIR; HRS 0; HRS 0; 07/26/2018; 11222 Woodlake Drive, Kirtland OH 44094; I assisted getting this company set up and with website development. No longer active in this. 2) DALOPA, INC; Shareholder; This company has been inactive since 12/31/2014; NIR; HRS 0; HRS 0; 03/28/2007; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2014? 3) LOPARO PROPERTIES LTD; member; This company has been inactive since 12/31/2013; NIR; HRS 0; HRS 0; 12/06/2002; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2013? 4) HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS, INC.; Shareholder; Provide accounting, tax, and consulting services to clients, including individuals, businesses and nonprofit organizations. We assist clients with tax preparation and planning, auditing and assurance services, and consulting on various financial matters; IR; HRS 215; HRS 130; 10/28/1998; 4807 Rockside Road Suite 510, Independence OH 44131; My top five duties include strategic planning, business development, financial management, talent management, and client service. 5) GREENSMART PAYROLL SOLUTIONS LLC; Partner; Provides full service payroll processing to its clients. Uses a third party to impound taxes and payroll dollars; NIR; HRS 2; HRS 2; 11/29/2010; 4807 Rockside Road Suite 510, Independence OH 44131; I bring in new clients and generate sales. This involves networking, relationship-building, marketing campaigns 6) AVANTAX PLANNING PARTNERS INC; IAR; Provide investment and financial planning to clients; IR; HRS 10; HRS 10; 06/09/2023; 4807 Rockside Road Suite 510, Independence OH 44131; Primary communication with financial planning. Assist clients with investment choices. 7) EUCLID SCHOOLS FOUNDATION; Treasurer; Develop community relationships and leverage funds that will enhance educational opportunities and inspire students to succeed; NIR; HRS 2; HRS 0; 01/01/2020; 651 E 222 Street, Euclid OH 44123; I manage finances, including budgeting, record-keeping, and financial reporting. 8) TL INVESTORS LIMITED; Member; Rents single family residential real estate; IR; HRS 1; HRS 0; 12/26/2001; 2888 Camelot Ct, Willoughby Hills OH 44092; Collect rent and making or managing any repairs needed to property. 9) THE LOPARO TEAM LLC; member; No activity in this entity since 05/02/2011; NIR; HRS 0; HRS 0; 08/20/2008; 2888 Camelot Ct, Willoughby Hills OH 44092; No activity in this entity since 05/02/2011 10) SS ROBERT & WILLIAM CATHOLIC PARISH AND SCHOOL; A Catholic elementary school located in Euclid, Ohio. The school provides an educational experience focused on academic, social, and spiritual growth to students in Kindergarten through Grade Eight; NIR; HRS 2; HRS 0; 01/01/2014; 351 E 260th St, Euclid OH 44132; Review Accounting and reporting on a monthly basis.- Assist with Accounting and reporting of financial information.- Sit in on Finance committee meetings and work with committee to advise Fr. John on any financial or accounting concerns. The finance committee does not advise on investment related activities. Review the annual budget- Advise on any tax matters 11) SHORELINE TAX SERVICE LLC; member; This company has been inactive since 12/31/2010; NIR; HRS 0; HRS 0; 11/25/2009; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2010 NORTHERN OHIO ITALIAN AMERICAN FOUNDATION; MEMBERSHIP RETENTION & MARKETING COMMITTEE; Preserve Italian heritage and perpetuate Italian culture and history. - Enhance community and support initiatives associated with Italian-American ideals; NIR; HRS 2; HRS 0; 01/01/2017; 2026 Murray Hill Rd. Studio #209, Cleveland OH 44106; Help retain and add foundation members. We meet Quarterly and throughout the year
CRS (Client Relationship Summary) - RIA
Click below to view Louis Vincent Loparo'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
October 18, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 4807 Rockside Road 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(10/18/2023)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
