AdvisorOS Directory
Claim Profile
MG

Marlis Ann Gilbert

GILBERT & COOK, INC.·WEST DES MOINES, Iowa
Unclaimed Profile
5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA 50265CRD# 1221354Firm CRD# 283112
01

About

Marlis Ann Gilbert is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with GILBERT & COOK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GILBERT & COOK, INC.
GILBERT & COOK, INC.
AUM
$1.2B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at GILBERT & COOK, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1221354
Firm CRD# 283112
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST DES MOINES?

Browse all registered financial advisors in WEST DES MOINES, Iowa or claim this profile if it's yours.

Browse WEST DES MOINES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marlis Ann Gilbert offer?
Marlis Ann Gilbert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Marlis Ann Gilbert's credentials?
Marlis Ann Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marlis Ann Gilbert located?
Marlis Ann Gilbert is based in WEST DES MOINES, Iowa, working with GILBERT & COOK, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Marlis Ann Gilbert charge for services?
Marlis Ann Gilbert'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 GILBERT & COOK, INC.?
GILBERT & COOK, INC. has approximately 32 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST DES MOINES
James William Thompson — THOMPSON CAPITAL MANAGEMENT, LLCDonald Gene Dewaay — DEWAAY CAPITAL MANAGEMENT, INC.Brian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Gerald Ray Foster — FOSTER GROUP, INC.David Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LP
Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile