Drake & Associates, LLC
Drake & Associates, LLC (CRD# 154854) is a financial advisory firm headquartered in Waukesha, WI. They manage $313,071,682 in 2,332 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management313MILLION
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Total Number of Accounts2,332ACCOUNTS
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Average Account Value$134,250
- 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
CA, FL, IL, MI, NC, 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.