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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Drake is a licensed insurance agent in Wisconsin and an Investment Advisor Representative associated with Drake & Associates, LLC. Anthony's experience in the financial industry dates back to August 2010 when he began working with the firm. He holds a Series 65 license. Drake & Associates, LLC is a firm with offices in Waukesha, Wisconsin. They offer a variety of financial planning and investment advisory services to individual and high-net-worth clients. Their services include financial planning, portfolio management for individuals, and selection of other advisors. They are compensated through fixed fees, hourly charges, and a percentage of assets. They manage over $313 million in assets for over 2,300 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
10/01/2010 - Present
Drake & Associates, LLC (WAUKESHA WI)
IA
Issued 05/06/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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