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Gordon Frater

Drake & Associates, LLC

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About Gordon Frater

Gordon Frater is a financial advisor who has been serving clients for over a decade. Gordon holds a Series 7, Series 6, Series 63, and Series 65 licenses, as well as a SIE designation. Gordon is currently registered as an Investment Advisor Representative with Drake & Associates, LLC, where Gordon provides financial planning and portfolio management for both individuals and businesses. Prior to joining Drake & Associates, Gordon was a financial advisor for Allspring Funds Distributor, LLC and Sagepoint Financial, Inc..

Firm Information

Gordon Frater 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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Gordon Frater’s Registration & Firm History

WI

08/22/2024 - Present

Drake & Associates, LLC (WAUKESHA WI)

WI

11/08/2017 - 01/31/2024

ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

TX

11/06/2013 - 10/06/2017

SAGEPOINT FINANCIAL, INC. (HOUSTON TX)

WI

05/27/2009 - 10/03/2013

NEW ENGLAND SECURITIES (BROOKFIELD WI)

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Licenses & Designations

IA

Issued 12/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/26/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gordon Frater.
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