Craig Drake (CRD# 5515636) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 16 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fathom Financial | Lake Elmo, MN | Jul 2023 - Current | < 1 |
| Principal Life Insurance Co | Oakdale, MN | Apr 2008 - Current | 16 |
| Principal Securities Inc. | Oakdale, MN | Apr 2008 - Current | 16 |
| Incentive Compensation Alternatives, LLC | Lake Elmo, MN | Jun 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
- MN
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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