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Tracie Probst Handberg

Investment adviser representative at Verisail Partners, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$283.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Verisail Partners, LLCNov 2021 to now
  2. NoneJul 2021 to Oct 2021
  3. Stonebridge Financial Planning Group, LLCSep 2020 to Jun 2021
  4. NoneNov 2013 to Sep 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, GA).

Verisail Partners, LLC

$283.6MAssets managed
270Clients
5Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7296688
Firm CRD
153751
Advisor's SEC record (opens in a new tab)
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