Drake & Associates, LLC Company Profile, Contacts & Intelligence

Financial ServicesWaukesha, Wisconsin, United States53 employeesFounded 2002
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
53
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
4
Mapped contact coverage

Drake & Associates, LLC Overview

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/

Headquarters
Waukesha, Wisconsin, United States
Website
drakeandassociates.net
Industry
Financial Services
Founded
2002
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Money Management

Drake & Associates, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using Drake & Associates, LLC's company email domain.
General
4
Executive
4
Finance
2
Sales
1

Drake & Associates, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

R
Randy Winkler, Cfp®
Lead Financial Advisor at Drake & Associates, Llc
E
T
Tony Drake
Cfp®, Wealth Management Advisor, CEO, Coach
J
Jessica Reddy
Financial Advisor at Drake & Associates - Helping Clients Own Their Power—financially & Emotionally - Retirement Planning - Wealth Strategy - Speaker
EP
T
Thomas Neumann
Director of Wealth Management
E

Drake & Associates, LLC Workforce Composition

Seniority breakdown across 23 visible profiles.

Individual contributor
11
Director
3
Associate / junior
3
Executive
2
Manager
2
Senior / Lead
1
Intern / trainee
1

Compare Similar Companies to Drake & Associates, LLC

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Northwestern Mutual Financial Services 37.47K View company
Baird Financial Services 5.59K View company
Generac Electric Power Generation 4.01K View company
Creative Planning Financial Services 1.95K View company
Milwaukee Brewers Spectator Sports 1.09K View company
Artisan Partners Financial Services 694 View company
Annex Wealth Management Financial Services 166 View company
Ellenbecker Investment Group Financial Services 46 View company
Kowal Investment Group Financial Services 5 View company
Advisor Employee Services Financial Services 2 View company