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 8 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 8 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 2 years of experience in the finance industry.

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