Toni Ladnier

7 Years of Experience

St. Francisville, LA

1 Disclosure

Toni Ladnier is a registered investment advisor at Toni L. Ladnier, CPA LLC, based in St. Francisville, LA, with 7 years of industry experience. Toni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.

Toni L. Ladnier, CPA LLC

Compensation

N/A

Firm Size

1 advisor

IM Fee

Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

11736 Ferdinand Street, St. Francisville, LA, 70775

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2017

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Toni is a partner in Mia Sophia Florist, a florist and gift shop, since 2012. She dedicates a few hours per week to accounting duties for the business.

Employment History

Current Registrations

Toni L. Ladnier, CPA LLC

June 2018 - Present · 7 yrs 11 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More financial advisors in St. Francisville, LA →All financial advisors in Louisiana →