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Gisela Irmgard Lake

TESSARA FINANCIAL ADVISORS, INC.·LARKSPUR, California
TESSARA FINANCIAL ADVISORS, INC.
100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 1121376Firm CRD# 113010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gisela Irmgard Lake · LARKSPUR, CA
Registration
CRD #1121376 · TESSARA FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gisela Irmgard Lake is a registered financial advisor based in LARKSPUR, California, affiliated with TESSARA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TESSARA FINANCIAL ADVISORS, INC.
TESSARA FINANCIAL ADVISORS, INC.
AUM
$187M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TESSARA FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: AGREED NEGOTIATED RATES
Regulatory
SEC/IARD CRD# 1121376
Firm CRD# 113010
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gisela Irmgard Lake offer?
Gisela Irmgard Lake specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.
What are Gisela Irmgard Lake's credentials?
Gisela Irmgard Lake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gisela Irmgard Lake located?
Gisela Irmgard Lake is based in LARKSPUR, California, working with TESSARA FINANCIAL ADVISORS, INC.. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Gisela Irmgard Lake charge for services?
Gisela Irmgard Lake's firm is compensated through percentage of aum, hourly charges, subscription fees, other: agreed negotiated rates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TESSARA FINANCIAL ADVISORS, INC.?
TESSARA FINANCIAL ADVISORS, INC. has approximately 2 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TESSARA FINANCIAL ADVISORS, INC.

Lawrence Allen Krause
LARKSPUR, CA

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Research
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