The Drake & Associates process takes a comprehensive approach to retirement planning that incorporates your investment, tax and legal needs based upon risk tolerance and personal goals. As an independent fiduciary firm, we represent our clients rather than any particular company, broker or product. We deliver objective, unbiased recommendations. Our clients always come first.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial services. The personalized program that we can provide is a road map to working toward a more secure financial future and ease your comfort level with retirement.
We are proud members of the Better Business Bureau and are extremely proud of our A+ rating.
Tony Drake, founder and CEO of Drake & Associates, LLC, is a CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative and is licensed to manage money in the market. Tony has served clients from all over Wisconsin and specializes in wealth management, asset protection and retirement planning. In addition to serving his clients, he also trains and mentors other financial professionals throughout the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, Yahoo! Finance, Investopedia, Market Watch and makes regular appearances on Milwaukee’s WTMJ-4 news.
Form ADV Part 2B – Individual | SEC BrokerCheck
Brad Allen – Financial Advisor
Brad was born and raised in southeastern Wisconsin and resides in Hartford with his wife and family. Brad has three sons, Braylon, Brooklyn and Beckett; and has two German shorthair pointers, Charlie and Marley. Brad understands the importance of having a plan in place for retirement and strives to help educate families going into that season of life. Brad’s hobbies include spending time with his family, coaching and playing basketball and football; he also enjoys spending time outdoors. Brad also makes regular appearances on Milwaukee’s WTMJ-4 news. Brad is Securities and Insurance Licensed.