Ed Drake, AEP®, CFP®, MSFP
Madison, Wisconsin, 53713
Member Since 2005
We are the \"Answer People\" helping people tackle the simplest to most complex personal planning questions. That\'s true whether we are helping tackle straight forward questions like, \"Am I still okay?\" to the most complex tax and business questions.
We help people answer these questions through exceptional planning resources like Visual Interactive Planning(TM), industry leading investment research and resources, as well as a wealth of accounting and consulting services as one of the leading accounting firms in the country.
We provide true insight and clarity in partnership with you.
Insight, Clarity, Partnership - The Wipfli Hewins Way!
My Location
Background Information
Years of Financial Experience
- 21
Education
- College of Financial Planning, Denver CO (Masters of Science in Financial Planning)
- University of Wisconsin - Madison (BBA - Finance and Marketing Majors)
Certifications and Designations
- AEP®
- CFP®
- MSFP
Association Memberships
- NAPFA
- FPA
- NAEPC
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 212773
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Disability, Health
Company Names
- Registered Investment Advisor: Wipfli Hewins Investment Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Monitoring of current brokerage and banking services
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, We are part of one of the leading full service accounting firms in the country
Visit Website - http://www.wipflihewins.com
