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Michelle Louise Miller

Gilbert & Cook, Inc.

West Des Moines, IA

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Current Employers
Gilbert & Cook, Inc.

5058 Grand Ridge Drive, West Des Moines, IA 50265 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-06-10
  • IA RA
    APPROVED
    Since 2021-06-10

Branch Locations

5058 Grand Ridge Drive, West Des Moines, IA 50265 • 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
Lpl Financial Llc Clive IA 01/2018 10/2018
Unemployed Des Moines IA 08/2017 12/2017
Principal Financial Group Des Moines IA 03/2014 07/2017
Lincoln Savings Bank Clive IA 01/2018 10/2018
New York Life Insurance Co. Ankeny IA 10/2018 06/2021
Nylife Securities Inc Ankeny IA 11/2018 06/2021
Eagle Strategies Llc Ankeny IA 02/2020 06/2021
Gilbert & Cook, Inc. West Des Moines IA 06/2021 Present
  • 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
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-08
S63 Uniform Securities Agent State Law Examination 2018-02-09
  • S65 Uniform Investment Adviser Law Examination
    2018-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-02-09
Designations
Other Names
  • Michelle Louise Dietrich
  • Michelle Louise Nelson

View on SEC IAPD

Other Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
FOSTER GROUP, INC.
KSA PARTNERS, LLC
LPL FINANCIAL LLC
ARETE WEALTH ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC

Other Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE
EDDIE RAY COLEMAN
JAMES LAWRENCE LUMLEY
CONOR J BOFFELI
Signe Olson
ANDREW JAY HIMELSON

Other Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
ARETE WEALTH ADVISORS, LLC · WEST DES MOINES, IA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST DES MOINES, IA

More in West Des Moines, IA

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