Drake Ellgren is a registered investment advisor at Wilon Wealth Management, based in Urbandale, IA, with 1 years of industry experience. Drake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 347 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilon Wealth Management offers ongoing asset management services based on your individual goals and risk tolerance. The fees are based on the value of your account and are generally negotiable. The final fee schedule will be in your advisory agreement. You can terminate the agreement without penalty.
Location
2400 86th Street, Suite 32, Urbandale, IA, 50322
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wilon Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.