Blake Holtmeier

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

• 03/2022 → Present
  Gilbert & Cook
  West Des Moines, IA
• 03/2019 → 03/2022
  Bhe Renewables
  Des Moines, IA
• 07/2018 → 03/2019
  Eaton Corporation
  Kearney, NE
• 06/2014 → 03/2019
  University Of Nebraska At Kearney/Lincoln
  Lincoln, NE

Designations

• Chartered Financial Analyst