Chad Cook (CRD# 5135137) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 17 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Ames, IA | Jun 2018 - Current | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Ames, IA | Jun 2018 - Current | 5 |
| Principal Securities, Inc. | Des Moines, IA | Mar 2014 - May 2018 | 4 |
| Principal Life Insurance Company | Des Moines, IA | Mar 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- IA
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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