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.
Megan Leigh Rosenstiel
- Professional profile
- gilbertcook.com/about/meet-our-team/advisors/megan-rosenstielreportedgilbertcook.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 formerApr 28, 2006 to Dec 31, 2015 · Des Moines, Ia
- Ameriprise Financial Services, LLC national BDMay 31, 2005 to Apr 10, 2006 · West Des Moines, Ia
- Vsr Advisory Services to Gilbert & Cook, Inc.left Dec 31, 2015, registered Apr 18, 2016 (109 days) · Other
- Ameriprise Financial Services, LLC to Vsr Advisory Servicesleft Apr 10, 2006, registered Apr 28, 2006 (18 days) · Other
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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address