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20965 Crossroads Circle, Waukesha, WI 53186 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
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