Craig Drake
Financial Advisor, MBA, AIF®, RICP®
- Role
- Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Craig Drake
I began my career in the financial services industry in 2008 and have since been…
Experience
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Apr 2008 — Present
Helping you to grow, protect and enjoy your assets.
Education
UMN Carlson School of Management
MBA, Marketing Management
1983 — 1984
University of Minnesota
B.S.M.E., Mechanical Engineering
1979 — 1983
Skills
- Long-Term Care Insurance
- Life Insurance (Term, Universal, Whole)
- Wealth Accumulation Strategies
- Disability Income Insurance
- Executive Bonus Plans
- 401(K), 403(B), Sep and Simple Iras
- 401(K)
- Buy-Sell Agreements
- Leadership
- Strategic Planning
- Portfolio Management
- Financial Needs Analysis
- Insurance
- Financial Analysis
- Investments
- Retirement Planning
- Marketing Strategy
- Retirement
- Strategic Financial Planning
- Iras
- Annuities (Fixed and Variable)
- Risk Management
- Life Insurance
- Retirement Plans
- Business Planning
- Iras (Traditional and Roth)
- Annuities
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