Louis Anthony Lobue

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2011 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2007 → 02/2018
  Twru Cpas And Financial Advisors
  Baton Rouge, LA
• 01/1991 → Present
  Bcdl, Llc Dba Stor-It
  Baton Rouge, LA
• 10/2005 → Present
  Bdl Baton Rouge, Llc Dba Climate Control Of Louisiana
  Baton Rouge, LA
• 05/2012 → Present
  Lobue Wealth Management, Llc
  Baton Rouge, LA
• 02/2018 → 12/2020
  Twru Cpa'S & Financial Advisors
  Baton Rouge, LA
• 07/2018 → Present
  Ccla Perkins Rd, Llc
  Baton Rouge, LA
• 07/2018 → Present
  Ccla 447 Walker, Llc
  Walker, LA
• 06/2018 → Present
  L.L. One, Llc
  Baton Rouge, LA
• 01/2021 → Present
  Perkins Boat Storage, Llc
  Baton Rouge, LA

Previous Registrations

• 2008-07-08 → 2012-01-24
  Twru Private Wealth Management, Llc
  Baton Rouge, LA
• 2005-08-12 → 2007-11-01
  Cetera Investment Advisers Llc
  Baton Rouge, LA
• 2002-11-04 → 2003-12-31
  1St Global Advisors Inc
  Baton Rouge, LA

Other Businesses

1) BCDL, LLC DBA STOR-IT MINIWAREHOUSES; NOT INV REL; BATON ROUGE, LA; MINI WAREHOUSE STORAGE FACILITY; MANAGING MEMBER; START DATE 1/1/91; 20 HRS/MTH DURING SECURITIES TRADING HRS: 2) BDL BATON ROUGE, LLC DBA CLIMATE CONTROL OF LOUISIANA SELF-STORAGE; NOT INV REL; BATON ROUGE, LA; MINI WAREHOUSE STORAGE FACILITY; MANAGING MEMBER; START DATE 10/14/05; 20 HRS/MTH DURING SECURITIES TRADING HRS: 3) LOBUE WEALTH MANAGEMENT, LLC; INV REL; BATON ROUGE, LA; SECURITIES SALES; REPRESENTATIVE; START DATE 5/28/12; 40 HRS/MTH, 20 DURING SECURITIES TRADING HRS: 4) NAME OF OTHER BUSINESS: CCLA PERKINS RD, LLC INVESTMENT RELATED: NO ADDRESS: 15821 PERKINS RD. BATON ROUGE LA 70810 NATURE OF BUSINESS: CLIMATE CONTROL SELF STORAGE START DATE: 7/2018 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION: CO-OWNER BRIEF DESCRIPTION OF DUTIES: MANAGE ON-SITE MANAGER & PERFORM ACCOUNTING AND INCOME TAX SERVICES 5) L.L. ONE, LLC, NOT INVESTMENT RELATED, 5833 LAKE SHADOW DR, BATON ROUGE, LA 70817, TAX AND ACCOUNTING, STARTED 06/2018, POSITION/TITLE/RELATIONSHIP: OWNER, APX 4 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE MANAGERS AND PROVIDE ACCOUNTS AND TAX SERVICES. 6) PERKINS BOAT STORAGE, LLC, NOT INVESTMENT RELATED, 15823 PERKINS RD., BATON ROUGE, LA, 70810, SELF-STORAGE RENTALS, STARTED 01/2021, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; MANAGER AND MEMBER OF LLC; 7) NAME OF OTHER BUSINESS: LOUIS A. LOBUE JR., CPA, APC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ACCOUNTING; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECTS PAYMENTS FROM TWRU;

Exams

• S66 Uniform Combined State Law Examination
  2012-01-24

Designations

• Personal Financial Specialist