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Kristina Amelia Alfini

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 2026-06-15
  • WI RA
    APPROVED
    Since 2026-06-15

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
Mass Mutual Life Insurance Company Milwaukee WI 08/2018 10/2018
Mml Investors Services Milwaukee WI 08/2018 10/2018
Westwood Health And Fitness Pewaukee WI 08/2014 03/2020
Xperience Brookfield WI 07/2012 03/2020
Ascent Wellness Milwaukee WI 11/2017 03/2018
Ellenbecker Investment Group Pewaukee WI 11/2018 03/2024
Dettlaff & Company Inc. Milwaukee WI 12/2017 10/2018
Drake And Associates Milwaukee WI 03/2024 Present
  • 08/2018 → 10/2018
    Mass Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2018 → 10/2018
    Mml Investors Services
    Milwaukee, WI
  • 08/2014 → 03/2020
    Westwood Health And Fitness
    Pewaukee, WI
  • 07/2012 → 03/2020
    Xperience
    Brookfield, WI
  • 11/2017 → 03/2018
    Ascent Wellness
    Milwaukee, WI
  • 11/2018 → 03/2024
    Pewaukee, WI
  • 12/2017 → 10/2018
    Dettlaff & Company Inc.
    Milwaukee, WI
  • 03/2024 → Present
    Drake And Associates
    Milwaukee, WI
Previous Registrations
Other Businesses

(1)Adventure Rock, non-investment related, 21250 W Capital Dr, Brookfield, WI. Yoga Instructure, April 2022, 0 hours up to 4-6. (2) Loft Financial Advisory Group, LLC; investment related: Yes; Location of the business: 20965 Crossroads Circle, 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-14
  • S65 Uniform Investment Adviser Law Examination
    2019-10-14
Other Names
  • Kristina Amelia Mundschau
  • Tina Amelia Alfini
  • Tina Amelia Mundschau

View on SEC IAPD

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