Loren Cook, financial advisor Lake Geneva WI
93 score

Loren Cook

CRD Number: 4483937
Current Firm: Geneva Partners, LLC

Loren Cook (CRD# 4483937) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Geneva Partners, LLC Lake Geneva, WI Jun 2016 - Current < 1
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - May 2016 1
Sterne Agee Financial Services, Inc. Kewanee, IL Sep 2014 - May 2016 1
Wrp Investments, Inc. Youngstown, OH Jun 2003 - Sep 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Loren T. Cook
Phone Number: 262-248-1350
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $371,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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