Tracy Weibel is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 15 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1175 Rosecrans St, San Diego, CA, 92106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tracy is the Secretary and Treasurer for Weibel Design & Construction, a construction company owned by their spouse. Tracy spends minimal time on this activity, primarily acting in a signing capacity on bank accounts.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLCBroker
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
Wm Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations1 state
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