Chad Drake (CRD# 6877758) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Addison, TX and has over 6 years of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert French | Addison, TX | Jan 2023 - Current | 1 |
| Joel Moore | Addison, TX | Jun 2021 - Current | 2 |
| Scott Lichty | Addison, TX | Jun 2021 - Current | 2 |
| Adam Moore | Addison, TX | Jun 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2021 - Current | 3 |
| Robert Caldwell | Addison, TX | Jan 2021 - Current | 3 |
| Erik Lichty | Addison, TX | Jan 2021 - Current | 3 |
| Northwestern Mutual Investment Services LLC | Dallas, TX | Dec 2020 - Current | 3 |
| Tait Cruse | Dallas, TX | Nov 2020 - Current | 3 |
| Tait Cruse | Addison, TX | Sep 2020 - Nov 2020 | < 1 |
| Ameriprise Financial Services Inc. | Plano, TX | Nov 2017 - Sep 2020 | 2 |
| Robertson Anschutz And Schneid Pl | Grapevine, TX | Feb 2017 - Sep 2017 | < 1 |
| City Wide Mechanical Inc. | Dallas, TX | Aug 2014 - Feb 2017 | 2 |
| Waste Management Inc. | Lewisville, TX | Dec 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.