Unclaimed Profile

Karen M Robinson

COOK STREET CONSULTING, INC.·GREENWOOD VILLAGE, Colorado

Series 7, Series 65Clean record4 years registeredCOOK STREET CONSULTING, INC.

5299 DTC BLVD, GREENWOOD VILLAGE, CO 80111CRD# 3135236Firm CRD# 112829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen M Robinson · GREENWOOD VILLAGE, CO

Registration

CRD #3135236 · COOK STREET CONSULTING, INC. · 4 years registered

Brand Profile

Not yet started

Career History

FIDUCIARY CONSULTING GROUP

Jun 2024 – present

COOK STREET CONSULTING, INC.

Feb 2022 – Jul 2024

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 17, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOK STREET CONSULTING, INC.

CRD 112829 · SEC 801-16541

AUM

$7.1B

Regulatory assets under management

Employees

53 client accounts

Services offered by COOK STREET CONSULTING, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at COOK STREET CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Karen M Robinson offer?

Karen M Robinson specializes in Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Karen M Robinson's credentials?

Karen M Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen M Robinson located?

Karen M Robinson is based in GREENWOOD VILLAGE, Colorado, working with COOK STREET CONSULTING, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Karen M Robinson charge for services?

Karen M Robinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOK STREET CONSULTING, INC.?

COOK STREET CONSULTING, INC. has approximately 38 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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