Ashton Elaine Cook

Current Employers

Employment History

• 10/2024 → 09/2025
  Avantax Investment Services Inc
  Clinton, MO
• 10/2024 → 09/2025
  Avantax Advisory Services
  Clinton, MO
• 11/2023 → 11/2023
  Cook & Company Cpas + Wealth Management Llc
  Clinton, MO
• 07/2023 → 11/2023
  Rsm Us Llp
  Kansas City, MO
• 08/2014 → 07/2023
  Full Time Education
  Clinton, MO
• 05/2020 → 08/2020
  Cook & Company Cpas + Wealth Management Llc
  Clinton, MO
• 12/2020 → 01/2021
  Cook & Company Cpas + Wealth Management Llc
  Clinton, MO
• 06/2022 → 08/2022
  Rsm Us Llp
  Kansas City, MO
• 11/2023 → Present
  Cook & Company Cpas + Wealth Management, Llc (Wealth Management)
  Clinton, MO
• 11/2023 → Present
  Cook & Company Cpas + Wealth Management, Llc (Cpa)
  Clinton, MO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Clinton, MO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-04-05 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Clinton, MO

Other Businesses

1) COOK & COMPANY CPAS + WEALTH MANAGEMENT, LLC (WEALTH MANAGEMENT) POSITION: Wealth Management Assistant NATURE: We are a small firm in the Midwest, and we offer advisory services. These services include Financial Planning and Wealth Management and Investment Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/29/2023 ADDRESS: 1112 E Ohio, Clinton MO 64735, United States DESCRIPTION: I perform work as a wealth management assistant. I gather, create, and update financial models to sit in on meetings to develop custom client solutions. I also schedule, prepare for, and document client meetings. My role also consists of obtaining information from clients to help portray a wholistic financial picture. 2) COOK & COMPANY CPAS + WEALTH MANAGEMENT, LLC (CPA) POSITION: Small Business Specialist NATURE: We are a small firm in the Midwest, and we offer advisory services. These services include Tax Preparation, Planning and Advocacy, and Business Planning and Accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/29/2023 ADDRESS: 1112 E Ohio, Clinton MO 64735, United States DESCRIPTION: I perform work as a small business specialist, accountant, and tax professional. My role includes preparing tax returns, compiling financial statements, and responding to tax notices.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04