Megan L. Rosenstiel

GILBERT & COOK

West Des Moines, IA 50265

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CRD#: 4890314

Professional summary

Megan Leigh Rosenstiel, CFP®, who also goes by Megan Leigh Fogle, is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Megan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Leigh Fogle

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Leigh Rosenstiel'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 18, 2016 - Present

GILBERT & COOK, INC.

Office #1: 5058 Grand Ridge Drive, West Des Moines, IA 50265

RIA

CRD#: 283112

West Des Moines, IA

Past

April 28, 2006 - December 31, 2015

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

DES MOINES, IA

Past

April 28, 2006 - December 31, 2015

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

DES MOINES, IA

Past

May 31, 2005 - April 10, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST DES MOINES, IA

Past

May 25, 2005 - April 10, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 25, 2005 - April 10, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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
(4/18/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2005

General Securities Representative Examination

Current Firm

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

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

WRAP BROCHURE (3/27/2025)

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	Cover Page	Report
01/17/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Megan L. Rosenstiel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Leigh Rosenstiel's CRS (Customer Relationship Summary).

Certified licenses

Experience

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GILBERT & COOK, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2005

SIE

Date: 12/31/2015

Series 7

Date: 5/24/2005

Current Firm

GILBERT & COOK, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GILBERT & COOK, INC.

TRUST BUT VERIFY

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