Chase Drake (CRD# 6554107) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 8 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Monona, WI | Mar 2021 - Current | 3 |
| Bmo Harris Financial Advisors | Monona, WI | Jan 2021 - Current | 3 |
| Mml Investors Services, LLC | Madison, WI | Oct 2019 - Jan 2021 | 1 |
| Mass Mutual Life Insurance Company | Madison, WI | Oct 2019 - Jan 2021 | 1 |
| Ameriprise Financial Services, Inc. | Madison, WI | Oct 2018 - Oct 2019 | 1 |
| Mml Investors Services, LLC | Middleton, WI | Mar 2017 - Oct 2018 | 1 |
| Metlife Securities | Middleton, WI | Sep 2015 - Oct 2018 | 3 |
| Next Level Training | Eagle River, WI | Jul 2015 - Jul 2015 | < 1 |
| University Of Wisconsin | Madison, WI | Jun 2010 - May 2015 | 4 |
| University Of Wisconsin-madison Hockey Camps | Madison, WI | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- TX
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.