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DE

Drake M. Ellgren

WILON WEALTH MANAGEMENT
Urbandale, IA 50322
Some features on this profile are disabled
CRD#: 8029674
DE

Professional summary

Drake Matthew Ellgren is a registered financial advisor currently at WILON WEALTH MANAGEMENT located in Urbandale, Iowa.

Drake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Drake has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drake Matthew Ellgren's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 18, 2025 - Present

WILON WEALTH MANAGEMENT

Office #1: 2400 86th Street Suite 32, Urbandale, IA 50322
RIA
CRD#: 313185
Urbandale, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT

CRD#: 313185 / SEC#: 801-120747

RIA
Registered Investment Advisory firm - (4/9/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(1/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2025
Uniform Investment Adviser Law Examination

Current Firm

WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT

CRD#: 313185 / SEC#: 801-120747

RIA
Registered Investment Advisory firm - (4/9/2021 Approved)
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Contact information

Main Address
2400 86th Street Suite 32, Urbandale, IA 50322
Mailing Address
Phone number
(515) 225-9500
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- BINNACLE INVESTMENTS, INC. DBA WILON WEALTH MANAGEMENT (3/25/2025)

Regulatory assets under management

Total Number of Accounts866
AUM (Assets Under Management)$ 217,434,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILON WEALTH MANAGEMENT

CRD#: 313185Urbandale, IA 50322

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