TESSARA FINANCIAL ADVISORS, INC.
CRD #113010 SEC #801-118106 LARKSPUR, CA 415-925-1100
SEC Registered
Total AUM
$177.8M
Discretionary
$173.1M
Employees
2
Clients
51
Accounts
254
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Mar 16, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DURDEN, JOHN, KENNETH | I | COMPLIANCE ASSOCIATE | NA | |
| DURDEN, JOHN, KENNETH | I | COMPLIANCE ASSOCIATE | NA | |
| DURDEN, JOHN, KENNETH | I | COMPLIANCE ASSOCIATE | NA | |
| DURDEN, JOHN, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DURDEN, JOHN, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DURDEN, JOHN, KENNETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | CEO/PRESIDENT | NA | Control |
| LAKE, GISELA, IRMGARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAKE, GISELA, IRMGARD | I | REGISTERED REPRESENTATIVE | NA | |
| LAKE, GISELA, IRMGARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAKE, GISELA, IRMGARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAKE, GISELA, IRMGARD | I | REGISTERED REPRESENTATIVE | NA | |
| LAKE, GISELA, IRMGARD | I | REGISTERED REPRESENTATIVE | NA | |
| LAKE, GISELA, IRMGARD | I | REGISTERED REPRESENTATIVE | NA | |
| LAKE, GISELA, IRMGARD | I | REGISTERED REPRESENTATIVE | NA | |
| LAKE, GISELA, IRMGARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| LAKE, GISELA, IRMGARD | I | CCO | NA | Control |
| KRAUSE, LAWRENCE, ALLEN | I | PRESIDENT | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | BENEFICIAL OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| KW FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | E | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| KRAUSE, LAWRENCE, ALLEN | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
| LAKE, GISELA, IRMGARD | I | KW FINANCIAL SERVICES, INC. | D | Control |
Registrations
Federal
IA
Mar 16, 2021 REGISTERED
Notice Filings (1)
CA
Address
100 LARKSPUR LANDING CIRCLESUITE 200
LARKSPUR, CA 94939
United States
Phone: 415-925-1100