Unclaimed Profile

Daniel Eugene Cook

PLANNING ALTERNATIVES LTD·BLOOMFIELD HILLS, Michigan

Series 65Clean record16 years registeredPLANNING ALTERNATIVES LTD

36800 WOODWARD AVE., BLOOMFIELD HILLS, MI 48304-0936CRD# 5763736Firm CRD# 110268

Profile Verification

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

Identity

Daniel Eugene Cook · BLOOMFIELD HILLS, MI

Registration

CRD #5763736 · PLANNING ALTERNATIVES LTD · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD

Feb 2018 – Jan 2020

Bloomfield Hills, MI

WEALTHCARE ADVISORS, LLC

Apr 2012 – Feb 2018

BLOOMFIELD HILLS, MI

PLANNING ALTERNATIVES LTD

Jul 2010 – Feb 2018

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING ALTERNATIVES LTD

CRD 110268 · SEC 801-18310

AUM

$1.2B

Regulatory assets under management

Employees

667 client accounts

Services offered by PLANNING ALTERNATIVES LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING ALTERNATIVES LTD →

Introduction

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Frequently Asked Questions

What services does Daniel Eugene Cook offer?

Daniel Eugene Cook specializes in Financial Planning, Investment Management.

What are Daniel Eugene Cook's credentials?

Daniel Eugene Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Eugene Cook located?

Daniel Eugene Cook is based in BLOOMFIELD HILLS, Michigan, last registered with PLANNING ALTERNATIVES LTD.

How does Daniel Eugene Cook charge for services?

Daniel Eugene Cook'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 PLANNING ALTERNATIVES LTD?

PLANNING ALTERNATIVES LTD has approximately 21 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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