Joel Robert Drake

Current Employers

Employment History

• 12/2005 → 03/2021
  Fsc Securities Corporation
  West Des Moines, IA
• 03/2021 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Des Moines, IA
• 03/2021 → Present
  Lpl Financial Llc
  Des Moines, IA
• 07/2026 → Present
  Lpl Financial, Llc
  Des Moines, IA

Previous Registrations

• 2006-01-06 → 2021-04-01
  Fsc Securities Corporation
  West Des Moines, IA
• 2006-01-09 → 2015-12-10
  Diversified Financial Advisory Group, Inc.
  West Des Moines, IA
• 1999-01-01 → 2005-12-20
  Mml Investors Services, Llc
  West Des Moines, IA

Other Businesses

1.03/31/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Wealth Consulting Group; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.04/12/2021; The Wealth Consulting Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 100hrs/mth; 6.5hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.06/22/2021; Notary and Sign Guar; Other - Notary and Signature Guarantee; Not Investment Related; 339 49th Street,Des; Start Date 04/26/2021; 2hrs/mth; 2hrs during trading 4.06/13/2022; TNBC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/06/2022; 5hrs/mth; 5hrs during trading 5.06/21/2022; Mach 96; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/13/2022; 10hrs/mth; 5hrs during trading 6.03/05/2024; (HYBRID) WCG Wealth Advisors, LLC / WCG Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 160hrs/mth; 160hrs during trading; I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7.04/26/2024; Group Benefit Life; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 10hrs/mth; 10hrs during trading 8.08/05/2024; Homesteaders Life; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/18/2024; 10hrs/mth; 10hrs during trading 9.02/10/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name joel r drake, llc; Investment Related; at Reported Business Location(s); Start Date 05/01/2021; 250hrs/mth; 160hrs during trading 10.08/03/2026; Joel R. Drake, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2021; 200hrs/mth; 100hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-04