Linda Cook
Linda Cook is a CFP-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 35 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 840 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilbert & Cook offers investment advisory services tailored to each client's financial situation and goals. They determine an appropriate asset allocation based on the client's objectives, risk tolerance, and time horizon. Investment advisory services are most commonly provided alongside financial planning services. For specific investment management fees, please see the Wrap Fee Platform Brochure.
Location
5058 Grand Ridge Drive, West Des Moines, IA, 50265
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Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Linda sells fixed and traditional insurance through Gilbert & Cook, Inc., dedicating minimal time to this activity. She also manages GCC Properties, LLC and serves as a board member for the University of N. Iowa, each requiring minimal time commitments.
Employment History
Current Registrations
Gilbert & Cook, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.