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Tykia Williams

Drake & Associates, LLC

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About Tykia Williams

Tykia Williams is an Investment Advisor Representative with Drake & Associates, LLC. Tykia has been in the industry since August 2017 and has experience at several firms, including Russell Investments Financial Services, LLC and Wells Fargo Funds Distributor, LLC. Tykia holds the Series 7, Series 63 and Series 66 licenses. Tykia specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Tykia Williams 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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Tykia Williams’s Registration & Firm History

WI

03/05/2024 - Present

Drake & Associates, LLC (WAUKESHA WI)

WI

01/24/2019 - 12/07/2022

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)

WI

08/25/2017 - 11/01/2018

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 03/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tykia Williams.
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