Drake & Associates, LLC
Financial Services
Waukesha, Wisconsin, United States
53 employees
- Employees
- 53
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Drake & Associates, LLC Overview
- Headquarters
- Waukesha, Wisconsin, United States
- Website
- drakeandassociates.net
- Industry
- Financial Services
- Employees
- 53
- Founded
- 2002
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Drake & Associates, LLC
Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals. We discuss how you envision your retirement years and help set goals to get you there. Instead of confusing charts and graphs, your plan is a tailored, easy-to-understand report that utilizes our Retirement Ready Roadmap to put you on your path towards financial security. Visit us at https://drakeandassociates.net/
Drake & Associates, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Drake & Associates, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Randy Winkler, Cfp® | Lead Financial Advisor at Drake & Associates, Llc | Waukesha, Wisconsin, United States |
Email
|
| Tony Drake | Cfp®, Wealth Management Advisor, CEO, Coach |
View
|
|
| Jessica Reddy | Financial Advisor at Drake & Associates - Helping Clients Own Their Power—financially & Emotionally - Retirement Planning - Wealth Strategy - Speaker | Milwaukee, Wisconsin, United States |
Email
Phone
|
| Thomas Neumann | Director of Wealth Management | Greater Milwaukee, United States |
Email
|
Employees by Management Level
Individual contributor
11 profiles
Director
3 profiles
Associate / junior
3 profiles
Executive
2 profiles
Manager
2 profiles
Senior / Lead
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 1 |
| Executive | 4 | 4 | 1 |
| Finance | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
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