Linda S. Cook
Professional summary
Linda Sue Lundstrom Cook, CFP®, who also goes by Linda Lundstrom Cook, Linda Sue Lundstrom, is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Linda has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Linda Sue Lundstrom Cook's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
April 18, 2016 - Present
GILBERT & COOK, INC.
Office #1: 5058 Grand Ridge Drive, West Des Moines, IA 50265April 14, 2016 - December 31, 2019
PURSHE KAPLAN STERLING INVESTMENTS
February 7, 2003 - April 14, 2016
VSR FINANCIAL SERVICES, INC.
January 1, 1999 - February 7, 2003
THE MASTERS, INC.
February 22, 1991 - April 14, 2016
VSR FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
GILBERT & COOK, INC.
CRD#: 283112 / SEC#: 801-107546
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2016)
(8/8/2016)
Exams
Series 62
Date: 6/12/1995
Corporate Securities Limited Representative ExaminationCurrent Firm
GILBERT & COOK, INC.
CRD#: 283112 / SEC#: 801-107546
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,429 |
| AUM (Assets Under Management) | $ 1,361,575,720 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/18/2024 | ||
| 01/17/2024 |
Red Flags
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Company Information
GILBERT & COOK, INC.
CRD#: 283112West Des Moines, IA 50265TRUST BUT VERIFY
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