Randee Kay Cook

Current Employers

Employment History

• 11/1989 → Present
  R.C. Enterprises
  Greeley, CO
• 08/1990 → 07/2025
  Lpl Financial Llc
  Greeley, CO
• 12/1993 → 07/2025
  Strategic Financial Management, Inc
  Greeley, CO
• 07/2025 → Present
  Osaic Wealth, Inc.
  Greeley, CO

Previous Registrations

• 2024-01-10 → 2025-10-10
  Strategic Financial Management, Inc
  Greeley, CO
• 1999-01-01 → 2025-07-23
  Lpl Financial Llc
  Greeley, CO
  Lakewood, CO
  Loveland, CO
  Greeley, CO
• 2021-09-07 → 2023-12-31
  Strategic Financial Management, Inc
  Greeley, CO
• 2018-03-06 → 2020-12-31
  Strategic Financial Management, Inc
  Greeley, CO
  Greeley, CO
• 1999-01-01 → 2017-12-31
  Strategic Financial Management, Inc
  Greeley, CO
  Greeley, CO

Other Businesses

1. 01/19/2000 - INS. SALES - 31 65TH AVE STE B, GREELEY, CO 80634-7946 - 10% OF TIME SPENT 2. 07/22/2002: UNIV ACRES PROF BUILDING LLC 3. 07/31/2003: STRATEGIC FINL MGMT, INC - NON-VARIABLE INS DBA - 31 65TH AVE STE B, GREELEY, CO 80634-7946 4. 07/11/2006: STRATEGIC FINL MGMT, INC. - INV REL - 31 65TH AVE STE B, GREELEY, CO 80634-7946 - RIA - 15% OF TIME SPENT PREPARE FINL PLANS FOR A FIXED AND HOURLY FEE 5. 09/15/2014: RC ENTERPRISES GREELEY, LLC - INV REL - HOME BASED - SELF EMP BUS. - START 01/01/2005 - 1 HR/MO NONE DURING SEC TRDG HRS - HUSBAND IS SELF EMPLOYED WE USE THIS BUS. ENT FOR MY HUSBAND'S SELF EMP POSITION. HE DOES MISC JOBS FOR CUSTOM FARM WORK. WE OWN A RENTAL HOME UNDER RC ENTERPRISES GREELEY, LLC. WE BOTH SIGN ON THE RC ENTERPRISE/RONALD & RANDEE COOK CHECKING ACCT. 6. RONNIE F CASTLE EST: NATURE: Pers rep for Est of Ronnie F Castle. Pers rep/part benef of est. INV. RELATED: Yes HOURS: 1 SEC TRADING HOURS: 1 START: 09/30/2024 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: Gathered assets for the est in which are in the bank, one Sec acct is left. We will finalize taxes for the est, then close it. Plan to complete everything by EOY. 7. UNIV ACRES PROF CONDO ASS'N POSITION: Owner NATURE: an owner of Bus. property, Univ. Acres. write checks. INV. RELATED: No HOURS: 1 SEC TRADING HOURS: 0 START : 07/03/2003 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: As an owner I help manage prop maint, handle the AP. 8. NOTARY PUBLIC POSITION: Notary for Colorado NATURE: Notarize signatures. INV. RELATED: Yes HOURS: 0 SEC TRADING HOURS: 1 START: 05/11/2018 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 9. 07/09/2008: NO BUS. NAME - 31 65TH AVE STE B, GREELEY, CO 80634-7946 - NOTARY - NO TIME spent 10. CFP POSITION: CFP NATURE: I serve as a CFP and belong to the CFP Institute. INV. RELATED: Yes NUMBER OF HOURS: 2 SEC TRADING HOURS: 2 START DATE: 01/15/1994 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: Evaluate client positions with their FINL goals, objectives, and timeframes. 11. DELBERT L SPAUR TRUST POSITION: Succ TTEE NATURE: Delbert Spaur is immed fam. member. Uncle with no children. I serve as the successor ttee for him and am a partial benef along with nieces and nephews. INV. RELATED: Yes HOURS: 1 SEC TRADING HOURS: 1 START : 04/22/2025 ADDRESS: 19556 CO RD #17, Johnstown CO 80534 DESC: I am compensated as a broker when changes are made to his brokerage acct. 12. PATRON MEMBER OF COLORADO BAR ASSN POSITION: Member NATURE: Keep up with regulations through the bar assn. INV. RELATED: No HOURS: 1 SEC TRADING HOURS: 1 START: 11/10/1999 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: No duties. 13. STRATEGIC FINL MGMT, INC POS: President NATURE: Strategic FINL Management, Inc. for my DBA. INV. RELATED: No HOURS: 2 SEC TRADING HOURS: 0 START: 01/01/1993 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: Finl planning services. 14. RC ENTERPRISES, LLC POS: Owner NATURE: Ronald L & Randy K Cook own the LLC. We use this Bus. entity for Ronald self self-emp. position. He does misc jobs for custom farm work. We also own a rental home under RC Enterprises Greeley and a lease to buy home under this entity. INV RELATED: Yes HOURS: 1 SEC TRADING HOURS: 0 START: 01/29/2015 ADDRESS: 3915 Cheyenne Dr, Greeley CO 80634 DESC: Collect rent/lease payments. Call for maint. Report annually to the State. 15. R & R COOK, LLC POS: owners: Ronald L & Randee K Cook. Office suite INV REL: No HOURS: 1 SEC TRADING HOURS: 0 START: 06/12/2003, ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: Own office suite. Pay tax and ins. 16. NAIFA NATURE: Member of NAIFA (National Assn of Insurance & Finl Advisors). INV. RELATED: Yes NUMBER OF HOURS: 1 SEC TRADING HOURS: 1 START DATE: 08/30/1984 ADDRESS: 1931 65th Ave, Unit B, Greeley CO 80634 DESC: Eval client position concerning ins protection.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-23

Designations

Other Names

• Randy Kay Snedden Cook
• Randy Kay Cook
• Randee Cook