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Carson Joseph Biber

Drake & Associates, LLC

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About Carson Joseph Biber

Carson Biber is a financial advisor with Drake & Associates, LLC, located in Waukesha, Wisconsin. Carson has been a registered representative with FINRA and a state-registered Investment Advisor Representative for over a year, and is a Series 7, Series 66, and SIE licensed professional. Before joining Drake & Associates, LLC Carson worked at The Vanguard Group, Inc. in Charlotte, North Carolina. Carson has worked in the financial services industry since 2021 and has over 2 years of experience. Carson specializes in providing financial planning, investment management, and educational seminars for individuals.

Firm Information

Carson Biber is currently registered with Drake & Associates, LLC. Drake & Associates, LLC is a financial advisory firm based in Waukesha, Wisconsin. They offer financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They have a total of 2,332 accounts with $313,071,682 in assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Drake & Associates, LLC

20965 CROSSROADS CIRCLE

WAUKESHA, WI 53186

$313.07M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carson Biber’s Registration & Firm History

WI

10/10/2024 - Present

Drake & Associates, LLC (WAUKESHA WI)

NC

07/18/2022 - 04/01/2024

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carson Joseph Biber.
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