Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Christiansen is an investment advisor representative with Drake & Associates, LLC. Brendan is registered with the state of Wisconsin. Brendan has been in the financial industry for over 4 years. Brendan's main office is located in Waukesha, WI. The firm specializes in financial planning, portfolio management for individuals, and providing educational seminars.
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
08/10/2024 - Present
Drake & Associates, LLC (WAUKESHA WI)
IA
Issued 08/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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