Linda Lundstrom Cook

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Gilbert & Cook, Inc
  Des Moines, IA
• 04/2016 → 12/2019
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-02-07 → 2016-04-14
  Vsr Financial Services, Inc.
  Des Moines, IA
  Des Moines, IA
  Overland Park, KS
  Dripping Springs, TX
  Overland Park, KS
• 1999-01-01 → 2003-02-07
  The Masters, Inc.
  Des Moines , IA

Other Businesses

1. LINDA COOK DBA GILBERT & COOK, INC.; IS INVESTMENT RELATED; 5058 Grand Ridge Drive, West DES MOINES, IA 50322; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN 1989; APPROXIMATELY 2 HOURS/MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. 2. GCC Properties, LLC. Not Investment Related. 5058 Grand Ridge Drive, West Des Moines IA 50265. Building ownership. Member and Manager. Start 7/2018. 2 hours per month, during trading. Coordinate maintenance and upkeep as needed. 3. University of N. Iowa. Not investment related. Cedar Falls, IA. Education. Board Member. Start 2015. 5 hours per month, 2 during trading. Attend board meetings, meet with donors and university staff.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-26
• S63 Uniform Securities Agent State Law Examination
  1991-02-05

Designations

• Certified Financial Planner

Other Names

• Linda Sue Lundstrom
• Linda Lundstrom Cook
• Linda Sue Lundstrom Cook