Gilbert & Cook, Inc.

Gilbert & Cook, Inc. (CRD# 283112) is a financial advisory firm headquartered in West Des Moines, IA. They manage $1,197,704,959 in 3,219 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,198
    MILLION
  • Total Number of Accounts
    3,219
    ACCOUNTS
  • Average Account Value
    $372,074
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, TX, VA, WI

Financial Advisors at Gilbert & Cook, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Christopher C. Cook
CRD#: 4370551
5058 Grand Ridge Drive, West Des Moines, IA 50265

Christopher Cook (CRD# 4370551) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 13 years of experience in the finance industry.

2
Linda S. Cook
CRD#: 2059268
5058 Grand Ridge Drive, West Des Moines, IA 50265

Linda Cook (CRD# 2059268) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 33 years of experience in the finance industry.

3
Brandon D. Grimm
CRD#: 5557109
5058 Grand Ridge Drive, West Des Moines, IA 50265

Brandon Grimm (CRD# 5557109) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.

4
Thomas M. McCaffrey
CRD#: 6326554
5058 Grand Ridge Drive, West Des Moines, IA 50265

Thomas McCaffrey (CRD# 6326554) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 9 years of experience in the finance industry.

5
Reece Oleson
CRD#: 6617400
5058 Grand Ridge Drive, West Des Moines, IA 50265

Reece Oleson (CRD# 6617400) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.

6
Megan L. Rosenstiel
CRD#: 4890314
5058 Grand Ridge Drive, West Des Moines, IA 50265

Megan Rosenstiel (CRD# 4890314) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 19 years of experience in the finance industry.

7
Jarrett Sheets
CRD#: 5941866
5058 Grand Ridge Drive, West Des Moines, IA 50265

Jarrett Sheets (CRD# 5941866) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 12 years of experience in the finance industry.

8
Jessica Swaim
CRD#: 5390545
5058 Grand Ridge Drive, West Des Moines, IA 50265

Jessica Swaim (CRD# 5390545) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.

9
Jerit P. Tripp
CRD#: 5462337
5058 Grand Ridge Drive, West Des Moines, IA 50265

Jerit Tripp (CRD# 5462337) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 16 years of experience in the finance industry.

10
Michelle L. Miller
CRD#: 6898551
5058 Grand Ridge Drive, West Des Moines, IA 50265

Michelle Miller (CRD# 6898551) is an Investment Advisor Representative working at Gilbert & Cook, Inc. in West Des Moines, IA and has over 6 years of experience in the finance industry.

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