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Reece Oleson

Gilbert & Cook, Inc.

West Des Moines, IA

CRD 6617400

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Employer firm

Gilbert & Cook, Inc. CRD 283112

$1.70B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gilbert & Cook, Inc.

5058 Grand Ridge Drive, West Des Moines, IA 50265 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-04-02
  • IA RA
    APPROVED
    Since 2018-04-02

Branch Locations

5058 Grand Ridge Drive, West Des Moines, IA 50265 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gilbert & Cook, Inc. Des Moines IA 04/2016 Present
Other Businesses

Andrea Oleson Photography, not investment related, 2234 Thornton Drive, Des Moines, Iowa 50321, Photography, Business Manager since January 2012, not more than 4/hours per month and 2/hours per month during trading hours, bookkeeping and tax filing.

Designations
  • Certified Financial Planner
Other Names
  • Reece Oleson-King
  • Reece K Oleson

View on SEC IAPD

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