Craig Drake, MBA, RICP®, AIF®

Senior Financial Services Representative, Principal Securities Registered Representative, Investment Adviser Representative

EXPERIENCE:

As a financial professional with Principal®, Craig Drake works with businesses and individuals to help educate, guide and implement strategies to plan for their financial future.

Craig specializes in individual planning and business solutions for succession, protection and key-person retention.   With over 30 years of business experience, he knows how to ask questions, listen, and understand.  This, along with the team available to him through Principal®, allows him to help you with strategies to work towards your financial goals.

EDUCATION & CREDENTIALS:

Craig has the (RICP®), Retirement Income Certified Professional designation and has two degrees from the University of Minnesota - a B.S. in Mechanical Engineering and an MBA.  Craig’s professional affiliations include the White Bear Lake Chamber of Commerce, White Bear Rotary Club, Greater White Bear Lake Area Foundation and the University of Minnesota Alumni Association. 

INTERESTS:

Craig is an avid sailor, camper and biker. He also enjoys entertaining and traveling.  He and his wife, Gloria, live in White Bear Lake where they raised two children, Ryan and Rachel.  Ryan is an engineer, who, like his dad, decided to leave the engineering field to join Craig as a financial professional at Principal. Gloria and Craig’s daughter, Rachel, is in an MD/PhD program in Portland, OR.  

 

1456889-122020

Phone 651-287-5461
Fax 651-223-4880
Mobile Phone 612-868-1457