Drake & Associates, LLC

Drake & Associates, LLC (CRD# 154854) is a financial advisory firm headquartered in Waukesha, WI. They manage $22,600,000 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $79,298
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Drake & Associates, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Anthony S. Drake
CRD#: 4637793
20855 Watertown Rd. Suite 210, Waukesha, WI 53186
93
Wealthminder
score

Anthony Drake (CRD# 4637793) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.

2
Michael R. Williams
CRD#: 4968735
20855 Watertown Rd. Suite 210, Waukesha, WI 53186
93
Wealthminder
score

Michael Williams (CRD# 4968735) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.

3
Elizabeth Miller
CRD#: 6608980
20855 Watertown Rd. Suite 210, Waukesha, WI 53186
90
Wealthminder
score

Elizabeth Miller (CRD# 6608980) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has 1 year of experience in the finance industry.

4
Ryan T. O'leary
CRD#: 6561653
20855 Watertown Rd. Suite 210, Waukesha, WI 53186
90
Wealthminder
score

Ryan O'leary (CRD# 6561653) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has 1 year of experience in the finance industry.

5
Nicholas C. Foulks
CRD#: 6390644
20855 Watertown Rd. Suite 210, Waukesha, WI 53186
88
Wealthminder
score

Nicholas Foulks (CRD# 6390644) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.