Work Here

Join the Drake & Associates Team

Join Our Team

Money for Nothin’

Start with three weeks paid time-off each year and earn more.

Additional Days Off

When we meet our goals, we prefer to give employees extra days off.

Flexibility

In a non client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in.

Retirement

We offer Traditional and Roth 401(k)s. Employees under 50 years of age can contribute $20,500 per year and get a match on top of that. 50+? You can contribute $27,000 each year and also get a company match. We can also show you how to fund a Traditional IRA or Roth IRA at $6,000 per year if under 50 and $7,000 if 50+.
We know a lot about money.
It’s what we do.

Let’s Stay Healthy

Blue Cross Blue Shield group health insurance plan with a great provider network.
It’s the same health insurance that Tony has for himself.
We pay for your health, dental, vision and life insurance.
Paid time-off to go to the doctor, dentist, etc.

Hungry?

Free Lunches provided for weekly team building.
Free coffee (nespresso), tea, sodas, water and hot cocoa — all on-site.

You Look Like You Workout.

Free onsite gym.

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer.

Supporting Our Families

We are proud to support our families through sponsorships such as team and club sponsorship programs.

Use The Force, Luke.

Mentorship is part of the deal.
We want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off of the Guerke’s Corners exit on I-94.
Mequon location is right off of I-43 on Mequon and Port Washington Rd.

Wow, You’re Smart.

We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.
We’ll even pay for your CERTIFIED FINANCIAL PLANNER™️ designation.
Want to get your CPA license? Let’s do it.

Let’s have fun?

Quarterly team lunches and team building events off site.
Annual Team Holiday Party.

Paid-for Annual Trips

Company hits our goals, let’s all travel together.

OPEN POSITIONS

See Our Openings on Indeed

CONTACT US

Phone: 414-409-7226
Fax: 414-409-7221

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    RECENT TWEETS

    TONY DRAKE, CFP®

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    Having a bucket list is a great way to set goals and accomplish your dreams. But have you ever thought about making a financial bucket list? I shared with @CBS58 some of the top bucket list items and how you can achieve them. #EducationFirst #RetireHappy

    https://cbs58.com/news/local-expert-talks-adding-financial-goals-to-your-bucket-list

    Retirement will look different for everyone, but generally, there are 4 distinct phases every retiree should plan for. explained in a new article for @Kiplinger those phases and how you can start preparing now. Thank you @Nasdaq for picking it up as well.

    https://www.kiplinger.com/retirement/604089/the-4-phases-of-retirement

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    Give us a call: (414) 409-7226