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Mark Robert Flatow

DRAKE & ASSOCIATES, LLC·WAUKESHA, Wisconsin
Unclaimed Profile
2212 E. MORELAND BLVD SUITE 200, WAUKESHA, WI 53186CRD# 5145191Firm CRD# 154854
01

About

Mark Robert Flatow is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with DRAKE & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DRAKE & ASSOCIATES, LLC
DRAKE & ASSOCIATES, LLC
AUM
$313M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at DRAKE & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5145191
Firm CRD# 154854
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Robert Flatow offer?
Mark Robert Flatow specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Mark Robert Flatow's credentials?
Mark Robert Flatow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Robert Flatow located?
Mark Robert Flatow is based in WAUKESHA, Wisconsin, working with DRAKE & ASSOCIATES, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Mark Robert Flatow charge for services?
Mark Robert Flatow's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRAKE & ASSOCIATES, LLC?
DRAKE & ASSOCIATES, LLC has approximately 25 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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