Carson Joseph Biber
Investment adviser representative at Drake & Associates, LLC
9 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
9 years in the industry.
- Drake & Associates, LLCOct 2024 to now
- LPL Financial LLCMar 2024 to Oct 2024
- Summit CuMar 2024 to Oct 2024
- Self EmployedJul 2023 to Feb 2024
- The Vanguard Group, Inc.Jun 2022 to Feb 2024
- Pinnacle GiApr 2022 to Feb 2024
- Charles SchwabJun 2021 to Aug 2021
- Sweet Home WisconsinApr 2021 to Mar 2022
- Northwestern MutualMay 2020 to Jun 2021
- University of Wisconsin - MadisonSep 2019 to May 2022
- The River ClubJan 2019 to Feb 2020
- The Stilt HouseJan 2016 to Jan 2019
- Cedarburg High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7254053
- Firm CRD
- 154854