Bradley Michael Allen

Employer firm

Drake & Associates, LLC CRD 154854

$607M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Drake & Associates, Llc
  Waukesha, WI
• 04/2015 → Present
  Drake & Associates, Llc
  Waukesha, WI

Other Businesses

Loft Financial Advisory Group, LLC; investment related: Yes; Location of the business: 2212 E. Moreland Blvd., Suite 200 Waukesha, WI 53186; Description of the business: Licensed insurance agent in the state of Wisconsin.; Position Title: Insurance Agent; Responsibilities Duties: Offer clients advice or insurance products.; Start date with business: 03/25/2019; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 40.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-03

Other Names

• Brad Allen
• Bradley Allen