Todd Charles Henningsen

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

• 04/2016 → 06/2023
  Bergankdv Wealth Management, Llc
  Waterloo, MN
• 06/2023 → Present
  Gilbert & Cook Private Wealth Management
  West Des Moines, IA

Previous Registrations

• 2016-05-13 → 2023-06-22
  Bergankdv Wealth Management, Llc
  Waterloo, IA
  Bloomington, MN
  Waterloo, IA
• 2009-08-25 → 2017-11-28
  Heartwood Investments, Inc.
  Waterloo, IA
  Waterloo, IA
  Waterloo, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst