Charlie J. Cook

CORIANDER FINANCIAL GROUP LLC

ANN ARBOR, MI

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CRD#: 5370514

Professional summary

Charlie Jo Cook, CFP® is a registered financial advisor currently at CORIANDER FINANCIAL GROUP LLC located in Ann Arbor, Michigan.

Charlie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charlie has worked at 2 firms and has passed the Series 65 exam.

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.

Charlie Cook CPA LLC This business is NOT investment-related Address of the business: 5951 Rollingwood Drive, Ann Arbor, MI 48103 Nature of the business: Tax preparation for certain individual clients of Coriander Financial Group LLC Title: Owner, tax preparer Start date: February 2025 Hours per month devoted to Charlie Cook CPA LLC: 2 hours Hours devoted to Charlie Cook CPA LLC during securities trading hours: 0 hours Duties: Prepare and file the federal and state tax return for client, prepare tax estimates

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charlie Jo Cook's 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: 2019

Experience

Current

December 5, 2024 - Present

CORIANDER FINANCIAL GROUP LLC

RIA

CRD#: 330667

ANN ARBOR, MI

Past

March 4, 2014 - December 16, 2024

COLUMBIA ASSET MANAGEMENT, L.L.C.

RIA

CRD#: 124174

ANN ARBOR, MI

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

Michigan
(12/5/2024)

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 65

Date: 2/8/2014

Uniform Investment Adviser Law Examination

Current Firm

CORIANDER FINANCIAL GROUP LLC

CORIANDER FINANCIAL GROUP LLC | GARDA FINANCIAL GROUP LLC | GARDA FINANCIAL GROUP

CRD#: 330667 / SEC#:

Michigan

Registered Investment Advisory firm - (7/30/2024 Approved)

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Contact information

Main Address

Ann Arbor, MI

Mailing Address

Phone number

(734) 730-6778

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 47,087,979

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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Charlie J. Cook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charlie Jo Cook's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORIANDER FINANCIAL GROUP LLC

COLUMBIA ASSET MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2014

Current Firm

CORIANDER FINANCIAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORIANDER FINANCIAL GROUP LLC

TRUST BUT VERIFY

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