Drake & Associates, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 154854
- SEC number
- 801-115301
- Firm type
- RIA
- Assets under management
- $607.3M as of Jun 5, 2026
- Website
- www.instagram.com/drakeandassociates ↗
- Phone
- 414-409-7226
- Address
- 20965 Crossroads Circle, Waukesha, WI, 53186
Advisors at this firm
16 in our index · page 1 of 1
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Bradley Michael AllenCRD 6609021 · Waukesha, WIIA Registered
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Kristina Amelia AlfiniCRD 6984347 · Waukesha, WIIA RegisteredRegistration inactive
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Carson Joseph BiberCRD 7254053 · Waukesha, WIIA RegisteredRegistration inactive
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Jonathan Carl CostaCRD 6708695 · Waukesha, WIIA RegisteredRegistration inactive
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Brendan Matthias ChristiansenCRD 7199652 · Waukesha, WIIA Registered
-
Anthony Samuel DrakeCRD 4637793 · Waukesha, WIIA Registered
-
Joshua Todd HinesCRD 5955597 · Waukesha, WIIA RegisteredRegistration inactive
-
Ryan John JanickCRD 8141327 · Waukesha, WIIA RegisteredRegistration inactive
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Chase Frederick LakariCRD 7299155 · Waukesha, WIIA Registered
-
John Francis MajewskiCRD 8215435 · Waukesha, WIIA Registered
-
Thomas Joseph NeumannCRD 5018758 · Waukesha, WIIA RegisteredRegistration inactive
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Jacob Joseph NewlinCRD 7876662 · Waukesha, WIIA Registered
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Ryan RadeckiCRD 7423024 · Waukesha, WIIA RegisteredRegistration inactive
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Jessica Jeanne ReddyCRD 4386619 · Waukesha, WIIA Registered
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Anthony TrindadeCRD 7463895 · Waukesha, WIIA Registered
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Randall John WinklerCRD 4200659 · Waukesha, WIIA RegisteredRegistration inactive
1–16 of 16
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 154854 ↗
FINRA BrokerCheck record for firm CRD 154854 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.