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CC

Christopher C. Cook

GILBERT & COOK
West Des Moines, IA 50265
Some features on this profile are disabled
CRD#: 4370551
CC

Professional summary


Christopher Calvin Cook is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
1. YOUTH HOMES OF MID-AMERICA; NOT INVESTMENT RELATED; 7225 NW 58TH STREET, JOHNSTON, IA 50131; PHILANTHROPIC ORGANIZATION SERVING CHILDREN IN NEED; BOARD MEMBER AND INVESTMENT COMMITTEE MEMBER; BEGAN MAY 2013; APPROXIMATELY 2 HOURS/QUARTER INCLUDING DURING TRADING HOURS; ASSIST WITH OVERSEEING THE INVESTMENT AND ALLOCATION OF RESOURCES. 2. GCC Properties, LLC; 5058 Grand Ridge Drive, West Des Moines, IA 50265; Not Investment Related; Building Ownership/Member & Manager; Started 7/2018; 2 hours/month during trading hours; Coordinate maintenance & upkeep as needed 3. Calvin Farms, LLC; 1601 SE Corporate Woods Drive, Ankeny, IA 50021; Dec, 2015; Recreational farm ground; Member; 0 hours spent during trading hours 4. Baker Group; 1600 SE Corporate Woods Drive, Ankeny, IA 50021-7501; March 2025; Board of Directors; 0 hours spent during trading hours

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Calvin Cook's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 14, 2016 - Present

GILBERT & COOK, INC.

Office #1: 5058 Grand Ridge Drive, West Des Moines, IA 50265
RIA
CRD#: 283112
West Des Moines, IA
Past

February 4, 2010 - April 14, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
DES MOINES, IA
Past

January 12, 2010 - April 14, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
DES MOINES, IA
Past

December 7, 2006 - October 13, 2009

MILES CAPITAL, INC.

RIA
CRD#: 105376
DES MOINES, IA
Past

November 27, 2003 - December 8, 2006

VMF CAPITAL

RIA
CRD#: 128980
CLIVE , IA
Past

June 9, 1999 - December 31, 2003

VMF CAPITAL LLC

RIA
CRD#: 108251
CLIVE, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
G&
GILBERT & COOK, INC.
GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA
Registered Investment Advisory firm - (4/14/2016 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(4/14/2016)
IAR
Louisiana
(8/8/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 6/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


G&
GILBERT & COOK, INC.
GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA
Registered Investment Advisory firm - (4/14/2016 Approved)
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Contact information


Main Address
5058 Grand Ridge Drive, West Des Moines, IA 50265
Mailing Address
Phone number
(515) 270-6444
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

Regulatory assets under management


Total Number of Accounts3,429
AUM (Assets Under Management)$ 1,361,575,720

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/18/2024
Cover Page
01/17/2024

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


GILBERT & COOK, INC.

CRD#: 283112West Des Moines, IA 50265

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