Drake & Associates, LLC

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
Industry
Financial Services
Employees
53
Founded
2002
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Randy Winkler, Cfp® Lead Financial Advisor at Drake & Associates, Llc
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
Email Phone
Thomas Neumann Director of Wealth Management
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 Email Phone
General 4 4 1
Executive 4 4 1
Finance 2 2 1
Sales 1 1 0

Compare Similar Companies to Drake & Associates, LLC