Gilbert & Cook, Inc.

Gilbert & Cook, Inc. (CRD# 283112) is a financial advisory firm headquartered in Des Moines, IA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Gilbert & Cook, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher C. Cook
CRD#: 4370551
2670 106th Street,, Suite 220, Des Moines, IA 50322
96
Wealthminder
score

Christopher Cook (CRD# 4370551) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 6 years of experience in the finance industry.

2
Jerit P. Tripp
CRD#: 5462337
2670 106th Street,, Suite 220, Des Moines, IA 50322
96
Wealthminder
score

Jerit Tripp (CRD# 5462337) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 8 years of experience in the finance industry. Jerit Tripp 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.

3
Brandon D. Grimm
CRD#: 5557109
2670 106th Street,, Suite 220, Des Moines, IA 50322
93
Wealthminder
score

Brandon Grimm (CRD# 5557109) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 7 years of experience in the finance industry.

4
Thomas M. McCaffrey
CRD#: 6326554
2670 106th Street,, Suite 220, Des Moines, IA 50322
88
Wealthminder
score

Thomas McCaffrey (CRD# 6326554) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has 1 year of experience in the finance industry.

5
Linda L. Cook
CRD#: 2059268
2670 106th Street,, Suite 220, Des Moines, IA 50322
86
Wealthminder
score

Linda Cook (CRD# 2059268) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 25 years of experience in the finance industry. Linda Cook 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.

6
Marlis A. Gilbert
CRD#: 1221354
2670 106th Street,, Suite 220, Des Moines, IA 50322
86
Wealthminder
score

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.

7
Megan L. Rosenstiel
CRD#: 4890314
2670 106th Street,, Suite 220, Des Moines, IA 50322
84
Wealthminder
score

Megan Rosenstiel (CRD# 4890314) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in Des Moines, IA and has over 11 years of experience in the finance industry. Megan Rosenstiel 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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