Steven Edward Cook

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/1986 → Present
  Allen Park Public Schools
  Allen Park, MI
• 09/1992 → Present
  G.L.P. And Associates (Northern Life)
  West Bloomfield, MI
• 09/1992 → Present
  Northern Life Insurance Co.
  Seattle, WA
• 06/1993 → Present
  Jackson National Life Insurance Company
  Lansing, MI
• 08/1993 → Present
  Northwestern National Life Insurance Com
  Minneapolis, MN
• 10/1994 → Present
  Great American Reserve Ins Co
  Carmel, IN
• 08/2010 → Present
  Lincoln Investment Planning Inc
  Southfield, MI

Other Businesses

USA BENEFITS GROUP, INSURANCE SALES, AGENT, START 8/1/2008, HEALTH INSURANCE SALES, 6099 RIVERSIDE DRIVE, DUBLIN, OH 43017. TIME DEVOTED 10% ALLEN PARK SCHOOLS, PARTNER, START 9/1/1986, TEACHING/ DEPARTMENT CHAIR, VINE STREET, ALLEN PARK, MI 48101.TIME DEVOTED 50% MUTUAL TRUST LIFE POSITION: ACTING IN A GA CAPACITY AS WELL AS PRODUCING AGENT NATURE: LIFE INS SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 20 START DATE: 02/01/2013 ADDRESS: 1200 JORIE BLVD, OAK BROOK IL 60523 DESCRIPTION: OVERSEE AGENTS IN LIFE SALES PRODUCTION WHILE TAKING OVERIDE. PERSONAL PRODUCTION. PENN MUTUAL POSITION: AGENT NATURE: LIFE INS SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 30 START DATE: 02/01/2013 ADDRESS: PO BOX 178, PHILADELPHIA PA 19105 DESCRIPTION: SALES OF LIFE INSURANCE. COLLECTION OF OVERIDES OF AGENTS ACTING UNDER ME. CD BUSTERS POSITION: PARTNER NATURE: WEB BASED BUSINESS OFFERING FIXED ANNUITIES TARGETING CD HOLDERS INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/2014 ADDRESS: 28411 NORTHWESTERN HWY., STE. 950, SOUTHFIELD MI 48034 DESCRIPTION: GENERAL MARKETING AND SALES IDEAS - CD BUSTERS IS INCORPORATED AS A MICHIGAN LLC, WITH THE PURPOSE OF A WEB BASED MARKETING PLATFORM THAT WILL OFFER FIXED ANNUITIES TO THOSE CURRENTLY HOLDING ACD. UNKEFER & ASSOCIATES POSITION: INDEPENDENT AGENT. THIS IS AN FMO NATURE: LIFE INSURANCE AND ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2011 ADDRESS: 7029 N 55TH DRIVE, GLENDALE AZ 85301 DESCRIPTION: SELLING LIFE INS AND FIXED ANNUITIES CONSOLIDATED FINANCIAL CORP POSITION: INSURANCE REPRESENTATIVE NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 75 START DATE: 09/01/1991 ADDRESS: 28411 NORTHWESTERN HWY, SOUTHFIELD MI 48034 DESCRIPTION: INSURANCE AND FIXED ANNUITY SALES VIA GREAT AMERICAN AND ANNUITY INVESTORS CORE GROUP USA POSITION: Agent to FMO. Company is needed for Life Insurance and disability NATURE: Life Insurance and DI Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2020 ADDRESS: 6004 Highland Dr. STE G, Fort Wayne IN 46818, United States DESCRIPTION: No Duties or responsibilities. This is an FMO that I run quotes through as well as place DI/Life Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-11
• S63 Uniform Securities Agent State Law Examination
  1993-08-13