Drake & Associates, LLC

Drake & Associates, LLC (CRD# 154854) is a financial advisory firm headquartered in Waukesha, WI. They manage $227,171,996 in 2,041 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    2,041
    ACCOUNTS
  • Average Account Value
    $111,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MI, OH, TX, WI

Financial Advisors at Drake & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bradley M. Allen
CRD#: 6609021
2212 E. Moreland Blvd Suite 200, Waukesha, WI 53186

Bradley Allen (CRD# 6609021) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 6 years of experience in the finance industry.

2
Anthony S. Drake
CRD#: 4637793
2212 E. Moreland Blvd Suite 200, Waukesha, WI 53186

Anthony Drake (CRD# 4637793) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 15 years of experience in the finance industry.

3
Thomas J. Neumann
CRD#: 5018758
2212 E. Moreland Blvd Suite 200, Waukesha, WI 53186

Thomas Neumann (CRD# 5018758) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 18 years of experience in the finance industry.

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