Mindy Cook (CRD# 4794959) is an Investment Advisor Representative working at Elevation Wealth Partners, LLC in Edmond, OK and has over 19 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevation Wealth Partners, LLC | Edmond, OK | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2021 - Feb 2023 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2018 - Feb 2023 | 4 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Apr 2018 | < 1 |
| Cook Financial Solutions | Edmond, OK | Jul 2016 - Apr 2018 | 1 |
| Key Health Club | Edmond, OK | Jul 2016 - Apr 2018 | 1 |
| Ccf Investments, Inc. | Greensboro, GA | Jan 2013 - Jun 2017 | 4 |
| Capital Choice Financial Services | Greensboro, GA | Dec 2012 - Jun 2017 | 4 |
| Fashion Finds, LLC | Los Angeles, CA | Apr 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OK
- TX
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts435ACCOUNTS
-
Average Account Value$79,927
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OK, TX
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