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TL

Tracey A. Labrecque

PLANNING ALTERNATIVES LTD
NAPLES, FL 34102
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CRD#: 2799326
TL
Tracey Anne LabrecquePLANNING ALTERNATIVES LTD

Professional summary

Tracey Anne Labrecque is a registered financial advisor currently at PLANNING ALTERNATIVES LTD located in Naples, Florida.

Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tracey has worked at 4 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracey Anne Labrecque's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 13, 2026 - Present

PLANNING ALTERNATIVES LTD

Office #1: 405 5th Ave S Suite 7e, Naples, FL 34102
RIA
CRD#: 110268
NAPLES, FL
Past

July 13, 2018 - July 9, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

May 8, 2008 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TROY, MI
Past

April 11, 2005 - November 28, 2006

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOCA RATON, FL
Past

October 4, 1996 - July 9, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SOUTHFIELD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA
Registered Investment Advisory firm - (2/2/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/18/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/14/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/3/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/3/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA
Registered Investment Advisory firm - (2/2/1983 Approved)
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Contact information

Main Address
255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615
Mailing Address
Phone number
(248) 645-1520
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PLANNING ALTERNATIVES PART 2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts683
AUM (Assets Under Management)$ 1,283,122,581

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD

CRD#: 110268Naples, FL 34102

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