Charlie Cook, financial advisor Ann Arbor MI
89 score

Charlie Cook

CRD Number: 5370514
Current Firm: Columbia Asset Management, LLC

Charlie Cook (CRD# 5370514) is an Investment Advisor Representative working at Columbia Asset Management, LLC in Ann Arbor, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Asset Mgmt LLC Ann Arbor, MI Dec 2013 - Current 2
Plante & Moran Pllc Ann Arbor, MI May 2011 - Nov 2013 2
Ernst & Young New York, NY Jun 2009 - Apr 2011 1
Student - University Of Michigan Ann Arbor, MI Sep 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Charlie J. Cook
Phone Number: 734-665-1454
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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