Unclaimed Profile

Megan Leigh Rosenstiel

GILBERT & COOK, INC.·WEST DES MOINES, Iowa

SIE, Series 7, Series 66Clean record21 years registeredGILBERT & COOK, INC.

5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA 50265CRD# 4890314Firm CRD# 283112

Profile Verification

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

Identity

Megan Leigh Rosenstiel · WEST DES MOINES, IA

Registration

CRD #4890314 · GILBERT & COOK, INC. · 21 years registered

Brand Profile

Not yet started

Career History

GILBERT & COOK, INC.

Apr 2016 – present

VSR ADVISORY SERVICES

Apr 2006 – Dec 2015

DES MOINES, IA

AMERIPRISE FINANCIAL SERVICES, INC.

May 2005 – Apr 2006

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 31, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GILBERT & COOK, INC.

CRD 283112 · SEC 801-107546

AUM

$1.2B

Regulatory assets under management

Employees

3,219 client accounts

Services offered by GILBERT & COOK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GILBERT & COOK, INC. →

Introduction

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Frequently Asked Questions

What services does Megan Leigh Rosenstiel offer?

Megan Leigh Rosenstiel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Megan Leigh Rosenstiel's credentials?

Megan Leigh Rosenstiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Megan Leigh Rosenstiel located?

Megan Leigh Rosenstiel 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 Megan Leigh Rosenstiel charge for services?

Megan Leigh Rosenstiel'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.

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