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.
Todd Charles Henningsen
- Designations
- CFA, CFPreportedgilbertcook.comas printed on the bio page, Sep 16, 2026
- Professional profile
- gilbertcook.com/about/meet-our-team/advisors/todd-henningsenreportedgilbertcook.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 Jul 27, 2023 · West Des Moines, Ia
- Bergankdv Wealth Management, LLC formerMay 13, 2016 to Jun 22, 2023 · Waterloo, Ia
- Heartwood Investments, Inc. formerAug 25, 2009 to Nov 28, 2017 · Waterloo, Ia
- Bergankdv Wealth Management, LLC to Gilbert & Cook, Inc.left Jun 22, 2023, registered Jul 27, 2023 (35 days) · RIA to RIA
- Heartwood Investments, Inc. to Bergankdv Wealth Management, LLCleft Nov 28, 2017, registered May 13, 2016 (-564 days) · Other · moved with a team
- Todd Charles Henningsen left Bergankdv Wealth Management, Llc for Gilbert & Cook, Inc. (registered 2023-07-27)Jun 22, 2023 · Advisor changed firm · fact
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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address