Katelyn Drake, financial advisor Evanston IL
90 score

Katelyn Drake

CRD Number: 5896142
Current Firm: Advice And Planning Services

Katelyn Drake (CRD# 5896142) is an Investment Advisor Representative working at Advice And Planning Services in Evanston, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Evanston, IL Sep 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Evanston, IL Sep 2015 - Current 1
Pnc Investments Pittsburgh, PA Aug 2012 - Sep 2015 3
Westminster Financial Securities Vandalia, OH May 2012 - Aug 2012 < 1
Wentz Financial Group Hudson, OH Jul 2011 - Jul 2012 1
Wells Fargo Advisors Financial Network, LLC Hudson, OH Aug 2011 - May 2012 < 1
Culver Academies Culver, IN Aug 2010 - May 2011 < 1
Bates College Lewiston, ME Sep 2006 - May 2010 3
Munroe Falls Metro Parks Munroe Falls, OH Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Katelyn E. Drake
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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