Niki Drake

Office Manager at Drake & Associates - Waukesha, WI, US

Niki Drake's Colleagues at Drake & Associates
Geoff Drake

Owner

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Brennan Davison

Paraplanner

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Tony Drake

CFP®, Financial Advisor, CEO

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Jared Sharkey

Financial Advisor

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Brenda Roberts

Director of Marketing

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Michaele Datsko

Accounting Manager

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Kristy Hundt

Director Of Business Development

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Niki Drake's Contact Details
Email (Verified)
***@wealthwisconsin.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Milwaukee,Wisconsin,United States
Company
Drake & Associates
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Drake & Associates logo, Drake & Associates contact details

Drake & Associates

Waukesha, WI, US • 10 - 19 Employees
Financial Services

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration a complete portfolio, as well as, unique financial goals. We talk about how you envision your retirement years and help to set goals to get you there. Your plan isn't just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out, step-by-step, the path towards your financial security.One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.Visit us at http://WealthWisconsin.com

Retirement Planning Asset Protection Money Management Estate Planning Wealth Management Financial Advisor Tax Mitigation
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Frequently Asked Questions about Niki Drake
Niki Drake currently works for Drake & Associates, LLC.
Niki Drake's role at Drake & Associates, LLC is Office Manager.
Niki Drake's email address is ***@wealthwisconsin.com. To view Niki Drake's full email address, please signup to ConnectPlex.
Niki Drake works in the Financial Services industry.
Niki Drake's colleagues at Drake & Associates are Geoff Drake, Brennan Davison, Tony Drake, Jared Sharkey, Brenda Roberts, Michaele Datsko, Kristy Hundt and others.
Niki Drake's phone number is N/A
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