Gilbert & Cook, Inc.

Gilbert & Cook, Inc. (CRD# 283112) is a financial advisory firm headquartered in West Des Moines, IA. They manage $1,197,704,959 in 3,219 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,198
    MILLION
  • Total Number of Accounts
    3,219
    ACCOUNTS
  • Average Account Value
    $372,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, TX, VA, WI

Financial Advisors at Gilbert & Cook, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Socorro Burgos Avila
CRD#: 6868245
5058 Grand Ridge Drive, West Des Moines, IA 50265

Socorro Burgos Avila (CRD# 6868245) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 5 years of experience in the finance industry.

2
Christopher C. Cook
CRD#: 4370551
5058 Grand Ridge Drive, West Des Moines, IA 50265

Christopher Cook (CRD# 4370551) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 14 years of experience in the finance industry.

3
Linda S. Cook
CRD#: 2059268
5058 Grand Ridge Drive, West Des Moines, IA 50265

Linda Cook (CRD# 2059268) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 33 years of experience in the finance industry.

4
Marlis A. Gilbert
CRD#: 1221354
5058 Grand Ridge Drive, West Des Moines, IA 50265

Marlis Gilbert (CRD# 1221354) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 40 years of experience in the finance industry.

5
Brandon D. Grimm
CRD#: 5557109
5058 Grand Ridge Drive, West Des Moines, IA 50265

Brandon Grimm (CRD# 5557109) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.

6
Katherine A. Gudgel
CRD#: 6190279
5058 Grand Ridge Drive, West Des Moines, IA 50265

Katherine Gudgel (CRD# 6190279) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.

7
Todd C. Henningsen
CRD#: 5687068
5058 Grand Ridge Drive, West Des Moines, IA 50265

Todd Henningsen (CRD# 5687068) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 14 years of experience in the finance industry.

8
Thomas M. McCaffrey
CRD#: 6326554
5058 Grand Ridge Drive, West Des Moines, IA 50265

Thomas McCaffrey (CRD# 6326554) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 9 years of experience in the finance industry.

9
Reece Oleson
CRD#: 6617400
5058 Grand Ridge Drive, West Des Moines, IA 50265

Reece Oleson (CRD# 6617400) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.

10
Megan L. Rosenstiel
CRD#: 4890314
5058 Grand Ridge Drive, West Des Moines, IA 50265

Megan Rosenstiel (CRD# 4890314) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 19 years of experience in the finance industry.

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