RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Linda Lundstrom Cook
- Designations
- CFPreportedgilbertcook.comas printed on the bio page, Sep 16, 2026
- Founder
- “As Founder and Managing Partner of Gilbert & Cook, she has built a nationally recognized wealth management firm grounded in genuine relationships, thoughtful strategy and a belief that true success means to Live a Life of A”reportedgilbertcook.comthe sentence on the bio page
- Partner or owner
- “As Founder and Managing Partner of Gilbert & Cook, she has built a nationally recognized wealth management firm grounded in genuine relationships, thoughtful strategy and a belief that true success means to Live a Life of Abundance®.”reportedgilbertcook.comthe sentence on the bio page
- Professional profile
- gilbertcook.com/about/meet-our-team/advisors/linda-cookreportedgilbertcook.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Gilbert & Cook, Inc. independent RIA currentsince Apr 18, 2016 · West Des Moines, Ia
- Vsr Advisory Services formerFeb 7, 2003 to Apr 14, 2016 · Des Moines, Ia
- The Masters, Inc. unclassifiedJan 1, 1999 to Feb 7, 2003 · Des Moines , Ia
- Vsr Advisory Services to Gilbert & Cook, Inc.left Apr 14, 2016, registered Apr 18, 2016 (4 days) · Other · moved with a team
- The Masters, Inc. to Vsr Advisory Servicesleft Feb 7, 2003, registered Feb 7, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address