Steven Cook, financial advisor Farmington Hills MI

Steven Cook

CRD Number: 2387596
Current Firm: Lincoln Investment

Steven Cook (CRD# 2387596) is an Investment Advisor Representative working at Lincoln Investment in Farmington Hills, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning Inc. Southfield, MI Aug 2010 - Current 13
Great American Reserve Ins Co Carmel, IN Oct 1994 - Current 29
Northwestern National Life Insurance Com Minneapolis, MN Aug 1993 - Current 30
Jackson National Life Insurance Company Lansing, MI Jun 1993 - Current 30
Northern Life Insurance Company Seattle, WA Sep 1992 - Current 31
G.l.p. And Associates (northern Life) West Bloomfield, MI Sep 1992 - Current 31
Allen Park Public Schools Allen Park, MI Sep 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Steven E. Cook
Phone Number: 215-887-8111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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