National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > wisconsin > waukesha

DRAKE & ASSOCIATES, LLC

Tel: 414-409-7226
20965 Crossroads Circle
Waukesha, Wisconsin  53186

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

DRAKE & ASSOCIATES, LLC

DRAKE & ASSOCIATES, LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $313,071,682 in assets under management and provides investment advisory services for 2332 clients. There are currently 25 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

154854

SEC#:

801-115301

No. of Clients:

2332

Assets under Management

$313,071,682

No. of Advisors:

25

More Financial Advisory Firms in Waukesha, Wisconsin

More Firms in Waukesha, Wisconsin >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.