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Cristi Setchell
Amanda Gieseke
Lauren Wilgenbusch
Ryan Lamoureux
Evan Owen
Brittney Strader
Leah Foley
Stephanie Duis
Julianna Shindler
Noel Keller-Lumley
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Your Wealth Journey
Planning For You
Individuals & Families
Business Owners
Divorcing & Divorced
Private Family Office
Organizations
Growing your Wealth
Investment Management
Sophisticated Solutions
Abundant Living
Client Portal
Live Your Life of Abundance®
Why Gilbert and Cook
Working with a Financial Advisor
How We Help
Core Solutions
Financial Planning
Investment Management
Tax Strategies
Estate Planning
Insurance Solutions
Sophisticated Solutions
Family Office
Divorce Planning
Charitable Giving
Business Consultation
Private Market Access
Retirement Planning
Advanced Estate & Succession Planning
Second Opinion Service
Insights
Blog
FAQ
Calendar of Events
Help
Contact
Our Office
About
Why Gilbert & Cook
Meet Our Team
Advisors
Linda Cook
Megan Rosenstiel
Jerit Tripp
Todd Henningsen
Jarret Sheets
Michelle Miller
Jessi Swaim
Investments and Planning
Chris Cook
Brandon Grimm
Thomas McCaffrey
Kate Gudgel
Hayden Zeidler
Blake Holtmeier
Al Ryerson
Reece Oleson
Tiffany Scharfenkamp
Client Service Team
Cristi Setchell
Amanda Gieseke
Lauren Wilgenbusch
Ryan Lamoureux
Evan Owen
Brittney Strader
Leah Foley
Stephanie Duis
Julianna Shindler
Noel Keller-Lumley
Business and Operations
Zach Ripka
Cara Schindler
Amy Mitchell
Debbie Foss
Coral Davis
Dawn Schneider
Tristen Lyddon
Our Office
Awards and Recognitions
Careers
Planning For You
Individuals & Families
Business Owners
Divorcing & Divorced
Private Family Office
Organizations
Growing Your Wealth
Investment Management
Sophisticated Solutions
Find reassurance with our complimentary second opinion.
Client Portal
Live Your Life of Abundance
Why Gilbert & Cook
Work with a Financial Advisor
Find reassurance with our complimentary second opinion.
Core Solutions
Financial Planning
Investment Management
Tax Strategies
Estate Planning
Insurance Solutions
Sophisticated Solutions
Family Office
Divorce Planning
Charitable Giving
Business Planning
Private Market Access
Retirement Planning
Advanced Estate & Succession Planning
Find reassurance with our complimentary second opinion.
Timely Topics
FAQ
Calendar of Events
Help
Find reassurance with our complimentary second opinion.
Why Gilbert & Cook
Meet Our Team
Advisors
Investments and Planning
Client Service Team
Business and Operations
Our Office
Awards and Recognitions
Careers
Take the Prepared Path to Financial Planning.
Current Disclosure Documents
Thank you for allowing the Gilbert & Cook team to help you live your life of abundance.
Below are copies of our most recent disclosure statements:
FIRM BROCHURE - ADV PART 2
FIRM BROCHURE - ADV PART 2B SUPPLEMENT
FORM CRS - CLIENT RELATIONSHIP SUMMARY
WRAP FEE BROCHURE
PRIVACY POLICY