Craig J Drake
Investment adviser representative at Principal Securities, Inc.
18 yearsExperience
2 statesRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Beacon Financial GroupOct 2024 to now
- Principal Securities, Inc.Apr 2008 to now
- Principal Life Insurance CoApr 2008 to now
- Fathom FinancialJul 2023 to Sep 2025
- Incentive Compensation Alternatives, LLCJun 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5515636
- Firm CRD
- 1137