Unclaimed Profile

Stephanie Kim Bush

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

Series 7, Series 8, Series 24, Series 63, Series 66Clean record20 years registeredGILBERT & COOK, INC.

5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA 50265CRD# 2490489Firm CRD# 283112

Profile Verification

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

Identity

Stephanie Kim Bush · WEST DES MOINES, IA

Registration

CRD #2490489 · GILBERT & COOK, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GILBERT & COOK, INC.

CARNEGIE INVESTMENT COUNSEL

Jun 2013 – Oct 2023

PEPPER PIKE, OH

THE ALPINE FINANCIAL GROUP

Apr 2012 – May 2013

CINCINNATI, OH

UBS FINANCIAL SERVICES INC.

Mar 2006 – Oct 2007

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 66

Registration record

First registered · March 15, 2006

Years registered · 20

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 Stephanie Kim Bush offer?

Stephanie Kim Bush specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephanie Kim Bush's credentials?

Stephanie Kim Bush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Kim Bush located?

Stephanie Kim Bush is based in WEST DES MOINES, Iowa, last registered with GILBERT & COOK, INC..

How does Stephanie Kim Bush charge for services?

Stephanie Kim Bush'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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