Drake Matthew Ellgren
Investment adviser representative at Wilon Wealth Management
13 yearsExperience
1 stateRegistered in
$264.1MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Wilon Wealth ManagementJun 2021 to now
- Iowa State UniversityAug 2020 to May 2024
- Strahan ConstructionMay 2018 to May 2021
- HyveeMar 2017 to May 2019
- SchoolAug 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Wilon Wealth Management
Legal name: Binnacle Investments, Inc.
$264.1MAssets managed
354Clients
5Advisers
5 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
- 8029674
- Firm CRD
- 313185