CFP
CFP
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
310 advisors
Number of Clients
26,325 clients
Average Client Portfolio
$953K average
Assets Under Management
$25.1B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location
2105 S Bascom, Suite 225, Campbell, CA, 95008
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2010Denied
Criminal
March 1996Final Disposition
Employment History
Current Registrations
Allworth Financial, L.P.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Silicon Valley Wealth Advisors, LLC
December 2011 - January 2024 · 12 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Tracy F. Lasecke,CFP®is a managing partner with Silicon Valley Wealth Advisors , and serves as firm CEO. He has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist which has allowed him to deeply understand retirement regulations and portfolio construction to address a vast array of financial issues. Mr. Lasecke also has extensive experience in the area of life, health, disability and long-term care insurance.