Marlis Gilbert, financial advisor Des Moines IA
86 score

Marlis Gilbert

CRD Number: 1221354
Current Firm: Gilbert & Cook, Inc.

Marlis Gilbert (CRD# 1221354) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 32 years of experience in the finance industry. Marlis Gilbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Current < 1
Gilbert & Cook, Inc. Des Moines, IA Jan 2000 - Current 16
Vsr Advisory Services Overland Park, KS Aug 2007 - Apr 2016 8
Vsr Financial Services, Inc. Overland Park, KS Jan 2000 - Apr 2016 16
The Masters (division Of Vsr) Overland Park, KS Jan 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Jan 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Marlis A. Gilbert
Phone Number: (515) 270-6444
Registered State(s):
  • IA
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
  • 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


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