DRAKE & ASSOCIATES, LLC

WAUKESHA, Wisconsin·5 registered advisors·CRD# 154854
SEC# 801-1153012414-409-7226
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DRAKE & ASSOCIATES, LLC

5 registered advisors
Anthony Samuel Drake
WAUKESHA, Wisconsin
Ian Disbrow Meiksins
WAUKESHA, Wisconsin
Mark Robert Flatow
WAUKESHA, Wisconsin
Robin Doyle Rettschlag
WAUKESHA, Wisconsin
Ryan Kevin Voight
WAUKESHA, Wisconsin
05

Office Locations

WAUKESHA, Wisconsin
5 advisors

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Data sourced from SEC Form ADV filings. DRAKE & ASSOCIATES, LLC (CRD# 154854) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.