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Jennifer Louise Cook

Wealth Design Consulting, LLC

Laramie, WY

CRD 6366167

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Employer firm

Wealth Design Consulting, LLC CRD 133312

$36.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • GENERAL CONSULTING

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

Current Employers
Wealth Design Consulting, Llc

505 S. 3Rd Street Suite 200, Laramie, WY 82070 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-11-16
CO RA APPROVED 2015-05-05
  • WY RA
    APPROVED
    Since 2017-11-16
  • CO RA
    APPROVED
    Since 2015-05-05

Branch Locations

505 S. 3Rd Street Suite 200, Laramie, WY 82070 • 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
Wealth Design Consulting, Llc Laramie WY 06/2014 Present
Cook And Associates, Pc Laramie WY 08/2006 12/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-05
  • S65 Uniform Investment Adviser Law Examination
    2015-05-05
Other Names
  • Jennifer Louise Borthwick

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HP WEALTH MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.

Nearby Investors

MELODIE MARIE DAVIS
Blake Alexander Moore
JACOB M HEEREN

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laramie, WY
HP WEALTH MANAGEMENT LLC · LARAMIE, WY
PRINCIPAL SECURITIES, INC. · LARAMIE, WY

More in Laramie, WY

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