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Jacob Gene Thomfohrda

Drake & Associates, LLC

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About Jacob Gene Thomfohrda

Jacob Thomfohrda is a registered Investment Advisor Representative with Drake & Associates, LLC, based in Waukesha, Wisconsin. Jacob holds licenses to operate in Wisconsin, and has previously worked for NYLIFE Securities LLC and PRUCO Securities, LLC. Jacob has a strong focus on providing financial planning services to individuals and businesses.

Firm Information

Jacob Thomfohrda 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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Jacob Thomfohrda’s Registration & Firm History

WI

07/16/2023 - Present

Drake & Associates, LLC (WAUKESHA WI)

IL

01/30/2020 - 06/29/2023

NYLIFE SECURITIES LLC (DEERFIELD IL)

MN

11/30/2016 - 05/14/2018

PRUCO SECURITIES, LLC. (PLYMOUTH MN)

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Licenses & Designations

IA

Issued 07/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Gene Thomfohrda.
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