Shareholder · Gilbert & Cook, Inc.
Megan L. Rosenstiel
CRD 4890314 · Named on Form ADV at one SEC-registered adviser
At a glance
Gilbert & Cook, Inc., an SEC-registered wealth manager based in West DES Moines, IA with $1.7 billion in regulatory assets, lists Megan L. Rosenstiel on its Form ADV as Shareholder.
Firms and roles
- Gilbert & Cook, Inc.ShareholderWealth manager · West DES Moines, IA · $1.7B in regulatory assets
AtlasMembers
Megan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Linda L. CookChief Executive Officer/managing Member, Gilbert & Cook, Inc.
- Christopher C. CookTreasurer, Gilbert & Cook, Inc.
- Brandon D. GrimmShareholder, Gilbert & Cook, Inc.
- Jerit P. TrippShareholder, Gilbert & Cook, Inc.
- Andy J. ArmstrongChief Compliance Officer, Gilbert & Cook, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.