Thomas Martin Mccaffrey

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 → Present
  Gilbert & Cook, Inc.
  Des Moines, IA

Previous Registrations

• 2014-12-18 → 2016-04-14
  Vsr Financial Services, Inc.
  Des Moines, IA
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2014-12-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst