Michelle Louise Miller

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

• 01/2018 → 10/2018
  Lpl Financial Llc
  Clive, IA
• 08/2017 → 12/2017
  Unemployed
  Des Moines, IA
• 03/2014 → 07/2017
  Principal Financial Group
  Des Moines, IA
• 01/2018 → 10/2018
  Lincoln Savings Bank
  Clive, IA
• 10/2018 → 06/2021
  New York Life Insurance Co.
  Ankeny, IA
• 11/2018 → 06/2021
  Nylife Securities Inc
  Ankeny, IA
• 02/2020 → 06/2021
  Eagle Strategies Llc
  Ankeny, IA
• 06/2021 → Present
  Gilbert & Cook, Inc.
  West Des Moines, IA

Previous Registrations

• 2020-02-24 → 2021-06-02
  Eagle Strategies Llc
  West Des Moines,, IA
• 2018-03-08 → 2018-10-25
  Lpl Financial Llc
  Clive, IA

Other Businesses

Des Moines Estate Planners, Treasurer, Not during business hours, no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-08
• S63 Uniform Securities Agent State Law Examination
  2018-02-09

Designations

• Certified Financial Planner

Other Names

• Michelle Louise Dietrich
• Michelle Louise Nelson