AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DC

Donald B. Cook

Some features on this profile are disabled
CRD#: 3052763
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Brian Cook was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1998. Donald had worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SALES OF INVESTMENT-RELATED PRODUCTS; PART-TIME OR FULLTIME FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS, INC.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 30, 2014 - April 15, 2024

STEWARDSHIP FINANCIAL SERVICES

RIA
CRD#: 169559
EVERETT, WA
Past

May 19, 2012 - December 4, 2013

PFS INVESTMENTS INC.

RIA
CRD#: 10111
MARYSVILLE, WA
Past

February 16, 2012 - December 4, 2013

PFS INVESTMENTS INC.

BD
CRD#: 10111
MARYSVILLE, WA
Past

March 8, 2010 - January 11, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ARLINGTON, WA
Past

October 5, 1998 - March 21, 2001

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/7/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
STEWARDSHIP FINANCIAL SERVICES
DONALD B. COOK | STEWARDSHIP FINANCIAL SERVICES | DONALD B. COOK, DBA STEWARDSHIP FINANCIAL SERVICES

CRD#: 169559 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Everett, WA
Mailing Address
Phone number
(425) 923-5140
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 359,106

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STEWARDSHIP FINANCIAL SERVICES

CRD#: 169559

TRUST BUT VERIFY

Monitor Donald Cook

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics