Joshua Todd Hines
Investment adviser representative at Drake & Associates, LLC
15 yearsExperience
1 stateRegistered in
$607.3MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Drake & Associates, LLCApr 2026 to now
- Drake and Associates/loftApr 2026 to now
- LPL FinancialMay 2024 to Aug 2025
- Htlf/umb BankNov 2023 to Apr 2026
- Wisconsin Bank & TrustNov 2023 to Apr 2026
- Charles Schwab Bank, SsbJan 2015 to May 2024
- Charles Schwab & Co., Inc.Jul 2011 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Drake & Associates, LLC
$607.3MAssets managed
3,401Clients
17Advisers
7 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
- 5955597
- Firm CRD
- 154854