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).
-
Total Assets Under Management227MILLION
-
Total Number of Accounts2,041ACCOUNTS
-
Average Account Value$111,304
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL, MI, OH, TX, WI
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.
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.
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.