Luke Larocca

Current Employers

Employment History

• 09/1992 → Present
  Larocca & Co. Ltd.
  Homewood, IL
• 12/2003 → 09/2025
  Avantax Investment Services, Inc.
  Homewood, IL
• 01/2004 → 09/2025
  Avantax Advisory Services
  Homewood, IL
• 09/2000 → Present
  Larocca Financial Services
  Homewood, IL
• 03/2020 → 09/2025
  Avantax Insurance Agency, Llc.
  Homewood, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Homewood, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-02-09 → 2025-09-05
  Avantax Advisory Services
  Homewood, IL
• 2002-09-26 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Desplaines, IL

Other Businesses

1) Larocca & Company, LTD 2024 Hickory Road, Suite 305 Homewood IL 60430 Tax Preparation/Accounting Owner/Sole Proprietor 12/1/2013 160hrs~160hrs accounting, tax prep, management of operations. 2) Larocca Financial Services 2024 Hickory Road, Suite 305 Homewood IL 60430 Other President 9/1/2000 0hrs~0hrs Operational and/or Marketing Name for Avantax Insurance Agency, LLC. 3) ASH FAMILY IRREVOCABLE TRUST POSITION: Trustee NATURE: Ash Family Trust is an Irrevocable Life Insurance Trust (ILIT). I act as trustee for this trust. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 2024 Hickory Road, Suite 305, Homewood IL 60430, United States DESCRIPTION: I make sure the annual ins premium is paid.I issue the Notification of Demand Right to the beneficiary.I prepare and issue an annual report summarizing activity for the year.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-19

Designations

Other Names

• Lawrence Luke Larocca
• Lawrence Luke Larocca