Kimberly DrakeCRD Number: 1328476
Current Firm: Huber Financial
Kimberly Drake (CRD# 1328476) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has 1 year of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Huber Financial Advisors, LLC||Lincolnshire, IL||Jun 2013 - Current||4|
|Huber Financial Group, Ltd.||Lincolnshire, IL||Oct 2011 - Jul 2013||1|
|Aldine Advisors||Wilmette, IL||Jan 2008 - Oct 2011||3|
|Vibrato||Wilmette, IL||Jan 2007 - Jan 2008||1|
|Home||Wilmette, IL||May 1992 - Jan 2007||14|
Total Assets Under Management965MILLIONS
Total Number of Accounts4,888ACCOUNTS
Average Account Value$197,326
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, IN, MI, MN, MO, NC, NH, NY, OH, SC, TX, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.