Louie Alan Rosalez
Sr. Vice PresidentAvantax Planning Partners, Inc.CRD 2953138
About Louie Alan Rosalez
Louie Alan Rosalez is listed as Sr. Vice President at Avantax Planning Partners, Inc. in Dubuque, IA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Avantax Planning Partners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Louie Alan Rosalez work?
Louie Alan Rosalez is listed as Sr. Vice President at Avantax Planning Partners, Inc. on SEC Form ADV.
How much of Avantax Planning Partners, Inc. does Louie Alan Rosalez own?
Form ADV reports a beneficial ownership band of Under 5%.
Avantax Planning Partners, Inc.
| Title | Sr. Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |