Unclaimed Profile

Gisela Irmgard Lake

TESSARA FINANCIAL ADVISORS, INC.·LARKSPUR, California

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 63, Series 65CFP24 years registeredTESSARA 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. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TESSARA FINANCIAL ADVISORS, INC.

B.B. GRAHAM & COMPANY, INC.

Dec 2021 – Jun 2023

Larkspur, CA

TESSARA FINANCIAL ADVISORS, INC.

Mar 2002 – May 2022

Larkspur, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 63

Series 65

Registration record

First registered · March 13, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2023Employment Separation After Allegations

2012Customer Dispute·Settled

1989Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TESSARA FINANCIAL ADVISORS, INC.

CRD 113010 · SEC 801-118106

AUM

$187M

Regulatory assets under management

Employees

159 client accounts

Services offered by TESSARA FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TESSARA FINANCIAL ADVISORS, INC. →

Introduction

Speak with Gisela

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gisela is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LARKSPUR?

Browse all registered financial advisors in LARKSPUR, California or claim this profile if it's yours.

Browse LARKSPUR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gisela Irmgard Lake offer?

Gisela Irmgard Lake specializes in Financial Planning, Investment Management.

What are Gisela Irmgard Lake's credentials?

Gisela Irmgard Lake holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gisela Irmgard Lake located?

Gisela Irmgard Lake is based in LARKSPUR, California, last registered with TESSARA FINANCIAL ADVISORS, INC..

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →