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Chase Frederick Lakari

Drake & Associates, LLC

Waukesha, WI

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Current Employers
Drake & Associates, Llc

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-24
  • WI RA
    APPROVED
    Since 2026-02-24

Branch Locations

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Plano TX 09/2020 08/2024
Wolf Creek Productions Perry MI 08/2019 Present
Tony Dalessandro Jr Agency Inc Okemos MI 08/2019 06/2020
Quicken Loans Inc Detroit MI 05/2019 08/2019
Michigan State University East Lansing MI 09/2018 07/2019
Erin Doan Agency Inc Ludington MI 05/2018 08/2018
Cace Hildings Llc Ludington MI 04/2017 08/2017
Lakeside Links Golf Club Ludington MI 11/2015 07/2017
Arcadia Bluffs Arcadia MI 07/2017 07/2018
State Farm Ludington MI 07/2018 09/2018
State Farm Okemos MI 07/2020 08/2020
Fisher Investments Plano TX 08/2024 11/2025
Drake & Associates, Llc Waukesha WI 11/2025 Present
Drake & Associates, Llc Waukesha WI 11/2025 Present
  • 09/2020 → 08/2024
    Plano, TX
  • 08/2019 → Present
    Wolf Creek Productions
    Perry, MI
  • 08/2019 → 06/2020
    Tony Dalessandro Jr Agency Inc
    Okemos, MI
  • 05/2019 → 08/2019
    Quicken Loans Inc
    Detroit, MI
  • 09/2018 → 07/2019
    Michigan State University
    East Lansing, MI
  • 05/2018 → 08/2018
    Erin Doan Agency Inc
    Ludington, MI
  • 04/2017 → 08/2017
    Cace Hildings Llc
    Ludington, MI
  • 11/2015 → 07/2017
    Lakeside Links Golf Club
    Ludington, MI
  • 07/2017 → 07/2018
    Arcadia Bluffs
    Arcadia, MI
  • 07/2018 → 09/2018
    State Farm
    Ludington, MI
  • 07/2020 → 08/2020
    State Farm
    Okemos, MI
  • 08/2024 → 11/2025
    Plano, TX
  • 11/2025 → Present
    Waukesha, WI
  • 11/2025 → Present
    Waukesha, WI
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS: Wolf Creek Productions INVESTMENT-RELATED: NO ADDRESS OF OTHER BUSINESS:116 N Main St Unit B Perry, MI 48872 NATURE OF OTHER BUSINESS: Outdoor Media Production POSTION OR TITLE: Sales Manager START DATE OF YOUR RELATIONSHIP: 08/01/19 NUMBER OF HOURS DEVOTED TO BUSINESS:60 NUMBER OF HOURS DEVOTED TO BUSINESS DURING TRADING HOURS:0 DUTIES RELATED TO OTHER BUSINESS:NONE Chase Frederick Lakari is independently licensed to sell insurance and annuity products through various insurance companies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-12
  • S65 Uniform Investment Adviser Law Examination
    2020-10-12

View on SEC IAPD

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