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MM

Michelle L. Miller

GILBERT & COOK
West Des Moines, IA 50265
Some features on this profile are disabled
CRD#: 6898551
MM

Professional summary

Michelle Louise Miller, CFP®, who also goes by Michelle Louise Dietrich, Michelle Louise Nelson, is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michelle has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Louise Dietrich | Michelle Louise Nelson

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.
Des Moines Estate Planners, Treasurer, Not during business hours, no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Louise Miller'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

Experience

Current

June 10, 2021 - Present

GILBERT & COOK, INC.

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

February 24, 2020 - June 2, 2021

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
WEST DES MOINES,, IA
Past

November 28, 2018 - June 2, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WEST DES MOINES, IA
Past

March 8, 2018 - October 25, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
CLIVE, IA
Past

February 8, 2018 - October 25, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
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
(6/10/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/27/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/8/2018
Investment Company Products/Variable Contracts Representative Examination

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)
WRAP BROCHURE (3/27/2025)

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
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.

Company Information

GILBERT & COOK, INC.

CRD#: 283112West Des Moines, IA 50265

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