Investment adviser representative · Wilon Wealth Management
Drake M. Ellgren
CRD 8029674 · Urbandale, IA
At a glance
Drake M. Ellgren is an investment adviser representative with Wilon Wealth Management in Urbandale, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Drake’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Wilon Wealth ManagementSince January 2025Urbandale, IA · $264M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Drake’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.