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Brendan Matthias Christiansen

Investment adviser representative at Drake & Associates, LLC
12 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

12 years in the industry.

  1. Drake & Associates, LLCMar 2024 to now
  2. Senglaub Financial GroupJun 2022 to Mar 2024
  3. Northwestern MutualJun 2020 to Aug 2020
  4. University of Wisconsin WhitewaterAug 2018 to May 2022
  5. Village of RichfieldJan 2016 to Aug 2018
  6. Catholic MemorialJan 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7199652
Firm CRD
154854
Advisor's SEC record (opens in a new tab)
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