Jennifer L. Cook

WEALTH DESIGN CONSULTING

Laramie, WY 82070

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CRD#: 6366167

Professional summary

Jennifer Louise Cook, who also goes by Jennifer Louise Borthwick, is a registered financial advisor currently at WEALTH DESIGN CONSULTING, LLC located in Laramie, Wyoming.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Louise Borthwick

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 Jennifer Louise 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®

None

Experience

Current

May 5, 2015 - Present

WEALTH DESIGN CONSULTING, LLC

Office #1: 505 S. 3rd Street Suite 200, Laramie, WY 82070

RIA

CRD#: 133312

Laramie, WY

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

Colorado
(5/5/2015)

IAR

Wyoming
(11/16/2017)

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: 5/5/2015

Uniform Investment Adviser Law Examination

Current Firm

WEALTH DESIGN CONSULTING, LLC

CRD#: 133312 / SEC#: 801-67331

RIA

Registered Investment Advisory firm - (3/1/2018 Terminated)

Colorado

Registered Investment Advisory firm - (2/23/2018 Approved)

Wyoming

Registered Investment Advisory firm - (9/29/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

505 S. 3rd Street Suite 200, Laramie, WY 82070

Mailing Address

P.o. Box 1345, Laramie, WY 82073-1345

Phone number

(307) 745-6257

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 31,900,000

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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Firm Stability Insights

Jennifer L. Cook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Louise Cook's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH DESIGN CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2015

Current Firm

WEALTH DESIGN CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH DESIGN CONSULTING, LLC

TRUST BUT VERIFY

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