Broker Check

Joel Drake

Joel Drake

Joel Drake is with Diversified Financial Group (DFG) and FSC Securities Corporation in West Des Moines, IA. DFG is an independent comprehensive financial services firm that includes 35 associates with an average of over 25 years of industry experience.  Joel currently manages close to $200 Million in total client assets.

Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life Insurance Company. His training included aspects of risk management, investment planning and estate planning with an emphasis on retirement planning. Through this emphasis, Joel became an Investment Specialist with Mass Mutual.

There he worked as the go to person for all investment/securities related questions, was a liaison with the home office in Massachusetts and was a backup supervisory licensed representative. In this light, Joel spends his time counseling pre‐retired and retired individuals as well as corporations seeking advice and consulting services with an emphasis on retirement, tax, investment and estate planning. After 15 years with Mass Mutual, Joel made the decision to join DFG in 2005 to provide his clients the potential benefits of a truly independent financial planning firm.

Joel is also a member with Retirement Plan Advisory Group (RPAG), a frontline alliance of accomplished advisors whose goal is to produce enhanced value for sponsors of and participants in qualified and non-qualified retirement plans. As the nation's largest provider of retirement plan consulting, RPAG provides practice management for 370 subscribing firms, 740 advisors in 45 states, 21,000 plans and $86 billion in collective assets under advisement.

Joel and his wife, Trish, were married in 1992 and together have 2 children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake and is a long time fan of the Iowa Hawkeyes!

Joel believes his clients are better served when they can make informed decisions and takes pride in his ability to turn complicated concepts into understandable action items.

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

 500 Colony Park Building - 3737 Woodland Ave - West Des Moines, IA 50266 -