Reece
Oleson
Gilbert & Cook, Inc
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About this Advisor
Reece Oleson is a financial advisor based in West Des Moines, Iowa, working with Gilbert & Cook, Inc. Reece has previously held positions at Gilbert & Cook, Inc, Vsr Advisory Services, Willis Auto Campus, and Wells Fargo Bank. Reece is registered to provide services in Iowa. Currently, Reece is part of Gilbert & Cook, Inc, which operates out of West Des Moines, Iowa. The firm has 32 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gilbert & Cook, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gilbert & Cook, Inc Brokerage Details
$1,197,704,959
32
3,219
$372,074
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reece Oleson Work History
Gilbert & Cook, Inc
Gilbert & Cook, Inc
Vsr Advisory Services
Willis Auto Campus
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Reece Oleson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gilbert & Cook, Inc
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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