Todd Henningsen

Todd Henningsen works closely with high-net-worth individuals and families to bring clarity, structure and purpose to their financial lives. As an Advisor at Gilbert & Cook, he specializes in helping clients navigate sophisticated planning needs — aligning their wealth with what matters most so they can live fully and intentionally.

Todd is deeply relationship-driven in his approach. He believes the most meaningful work happens when there is a genuine connection — understanding not just the numbers, but the people, priorities and values behind them. By building both professional and personal relationships with his clients, he is able to deliver thoughtful strategies that create lasting impact for families, their legacies and the communities they care about.

With experience serving successful individuals and families, Todd brings both technical skill and a steady, thoughtful perspective to each client relationship. Holding both the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, he integrates disciplined investment strategy with comprehensive financial planning — helping clients make confident decisions through complexity, opportunity and change.

Prior to joining Gilbert & Cook in 2023, Todd built a strong reputation as a financial advisor in the Cedar Falls and Waterloo communities. He began his career in the financial industry with Heartwood Investments (2009-2016) and continued on at BerganKDV Wealth Management (2016-2023). Today, he continues to serve clients with the same commitment to excellence, helping them define their version of abundance and align their financial lives accordingly.

Todd and his wife, Nicole, live in Clive with their daughter, Florence, and son, Graham. As a family, they enjoy traveling, attending concerts, reading non-fiction and spending time outdoors.

Todd is also an enthusiastic home chef and enjoys grilling and smoking on his Big Green Egg — often bringing people together around great food and conversation.

Education

Bachelor’s Degree in Finance & Real Estate, University of Northern Iowa

Professional Certification

Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Professional Experience

Advisor, Gilbert & Cook (2023–Present)
Financial Advisor, Cedar Falls & Waterloo Area (Prior Experience)

Industry Affiliations

Member, CFA Society Iowa

Leadership & Community Involvement

• Member, University of Northern Iowa Finance Advisory Council
• Past Board Chair, Community Foundation of Northeast Iowa
• Past Foundation Chair, Rotary Club of the Cedar Valley

Todd is passionate about community engagement and has dedicated significant time to organizations focused on philanthropy, education and regional impact.

Thought Leadership

Todd is an active speaker and contributor on topics related to financial planning and investing, including:

• Money Moves for Professionals
• Challenges and Opportunities for Wealth Planning (Community Foundation of Northeast Iowa Professional Education Series)
• Election Season Turbulence: Investing During a Presidential Election

Phone: 515.270.6444

5058 Grand Ridge Dr., West Des Moines, IA 50265