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Drake Matthew Ellgren

Wilon Wealth Management

Urbandale, IA

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Current Employers
Wilon Wealth Management

2400 86Th Street Suite 32, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-01-18
  • IA RA
    APPROVED
    Since 2025-01-18

Branch Locations

2400 86Th Street Suite 32, Urbandale, IA 50322 • 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
Wilon Wealth Management Urbandale IA 06/2021 Present
Strahan Construction Ankeny IA 05/2018 05/2021
Hyvee Ankeny IA 03/2017 05/2019
Iowa State University Ames IA 08/2020 05/2024
School Ankeny IA 08/2013 05/2020
  • 06/2021 → Present
    Wilon Wealth Management
    Urbandale, IA
  • 05/2018 → 05/2021
    Strahan Construction
    Ankeny, IA
  • 03/2017 → 05/2019
    Hyvee
    Ankeny, IA
  • 08/2020 → 05/2024
    Iowa State University
    Ames, IA
  • 08/2013 → 05/2020
    School
    Ankeny, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-01-17

View on SEC IAPD

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