Wealth Management
Mequon

Wealth Management Mequon

We have served as experienced financial advisors to retirees in the Mequon area for over 20 years. With our holistic wealth management process, we’ll help guide you along your dream journey, no matter where it takes you. Please explore our process and services and discover how Drake & Associates strives to help accomplish your retirement dreams.

Contact us today or book a complimentary consultation.

Drakes & Associates, Mequon

Drake and Associates has been committed to serving Mequon and surrounding areas since 2002. Our team is located at 1339 W. Mequon Road, Suite 105 in Mequon, WI.

Phone: (414) 409-7226
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Financial Advisors Mequon

Learn about our team of experienced financial advisors at our Mequon location.

Brad Allen

Financial Advisor
Five Star Wealth Manager Award
2023, 2024, 2025, and 2026

Chase Lakari

Financial Advisor

Carson Biber, CFP®

Financial Advisor
2026 Five Star Wealth Manager

Anthony Trindade

Financial Advisor

Josh Hines

Financial Advisor

Mike Holba

Educator

Brendan Christiansen

Financial Advisor

Ryan Janick

Financial Advisor

Kyle Pintar

Finance Intern

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