CC
CFA
CC
CFA

Christopher Cook

26 Years of Experience
West Des Moines, IA

Christopher Cook is a CFA-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 26 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
840 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

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.

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Location

5058 Grand Ridge Drive, West Des Moines, IA, 50265

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is a board member and investment committee member for Youth Homes of Mid-America, a philanthropic organization, and the volunteer vice chair and investment & audit committee member for Mid-Iowa Health Foundation. He also owns/manages GCC Properties LLC and is a member of Calvin Farms, LLC and a board member for Baker Group.

Employment History
Current Registrations
Gilbert & Cook, INC.
April 2016 - Present · 10 yrs
Previous Registrations
Vsr Advisory Services
February 2010 - April 2016 · 6 yrs 2 mos
Vsr Financial Services, INC.Broker
January 2010 - April 2016 · 6 yrs 3 mos
Wb Capital Management INC.
December 2006 - October 2009 · 2 yrs 10 mos
Vmf Capital
November 2003 - December 2006 · 3 yrs 1 mo
Vmf Capital LLC
June 1999 - December 2003 · 4 yrs 6 mos
State Registrations2 states
IALA
Advisor

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.

Exams
No exam information available for this advisor.