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Tracey Anne Labrecque

Planning Alternatives Ltd

Naples, FL

Birmingham, MI

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Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-13

Branch Locations

405 5Th Ave S Suite 7E, Naples, FL 34102 • United States

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Merrimack NH 09/1996 06/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2021
Unemployed Roseville MI 06/2021 04/2022
Planning Alternatives Birmingham MI 04/2022 02/2026
Planning Alternatives Birmingham MI 02/2026 Present
  • 09/1996 → 06/2021
    Fidelity Brokerage Services, Inc.
    Merrimack, NH
  • 07/2018 → 06/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2021 → 04/2022
    Unemployed
    Roseville, MI
  • 04/2022 → 02/2026
    Planning Alternatives
    Birmingham, MI
  • 02/2026 → Present
    Planning Alternatives
    Birmingham, MI
Previous Registrations
  • 2018-07-13 → 2021-07-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2008-05-08 → 2018-07-13
    Strategic Advisers Llc
    Palm Beach, FL
    Boca Raton, FL
    Birmingham, MI
    Troy, MI
  • 2005-04-11 → 2006-11-28
    Strategic Advisers Llc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
S66 Uniform Combined State Law Examination 2005-02-18
S63 Uniform Securities Agent State Law Examination 1996-11-14
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13
  • S66 Uniform Combined State Law Examination
    2005-02-18
  • S63 Uniform Securities Agent State Law Examination
    1996-11-14

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
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SYNOVUS SECURITIES, INC. · NAPLES, FL
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