Gilbert & Cook Inc

EST. AUM
$1,698,122,274

CONTACTS
16

CLIENT ACCOUNTS
3,792

Firm Details

Metro area Des Moines
CRD Number 283112
Website gilbertcook.com
Client types

Overview

The independent firm was founded in 1993 by Linda Cook, whose early career in investment planning convinced her that people should come before products. Linda’s goal in starting her own strategic financial planning company was to build long-term relationships based on identifying needs and exploring solutions, rather than ‘selling something’. Rather than deliver pigeon-holed solutions – ‘the flavor of the month’ – Linda Cook set out to truly understand her clients, listen to what they wanted to achieve, and to find the right solutions to meet the needs. Linda was joined in 2000 by Marlis Gilbert, who added her many years of experience to the firm, including a primary focus on financial planning. It was a great match. Marlis developed creative plans and Linda created investment strategies to make those plans work. The firm was later joined by Linda’s husband, Chris Cook – a CPA and Chartered Financial Analyst – who is the company’s Chief Investment Strategist.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gilbert & Cook Inc

Platform Details

Investment Preferences

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