Tania M. Louque

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 09/2017 → 07/2025
  Lincoln Investment
  Fort Washington, PA
• 04/2014 → 07/2025
  Detillier Financial Advisors
  Lutcher, LA
• 01/2024 → 07/2025
  Lincoln Investment
  Fort Washington, PA
• 01/2024 → 07/2025
  Capital Analysts
  Fort Washington, PA
• 01/2026 → Present
  Absolute Financial Planning
  Austin, TX
• 01/2026 → Present
  Osaic, Inc.
  Phoenix, AZ
• 10/2025 → 11/2025
  Southern Wealth Strategies, Llc
  Thibodaux, LA
• 08/2025 → 10/2025
  Unemployed
  Lutcher, LA
• 11/2025 → 01/2026
  Unemployed
  Lutcher, LA

Previous Registrations

• 2024-01-29 → 2025-07-29
  Lincoln Investment
  Lutcher, LA
  Fort Washington, PA
• 2024-01-29 → 2025-07-29
  Capital Analysts
  Lutcher, LA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-10
• S65 Uniform Investment Adviser Law Examination
  2023-09-11

Other Names

• Tania M. Loyd
• Tania Louque