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Tony Drake, CFP®

Tony Drake was born and raised in Milwaukee. He graduated from Pius XI High School and went on to receive his insurance licenses, post-graduate certificate from DePaul University and CFP® designation. Tony is an Investment Advisor Representative. With over 15 years of experience in the financial industry, Tony has served clients from all over the country and specializes in asset preservation, retirement planning and tax reduction strategies.

In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, TMJ4, WISN-12, NASDAQ, USA Today, Forbes, US News, CNBC, MSN, PBS, Wall Street Journal, TheStreet, Yahoo! Finance, Investopedia, Market Watch and Kiplinger. Additionally, he hosts the “Retirement Ready” podcast and radio show on 620 WTMJ-AM Saturdays at 11 a.m.

Tony lives in Oconomowoc and has three beautiful children. As a family, they participate in waterskiing tournaments all over the country and love sports and spending time together. Tony bow hunts and owns Wirehaired Pointing Griffons — you can often find him pheasant hunting with friends.

Form ADV Part 2B – Individual | SEC BrokerCheck