Reece
Oleson

Gilbert & Cook, Inc

CRD#6617400
Investment Advisor
in West Des Moines, IA

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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

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5058 Grand Ridge Drive
West Des Moines, IA 50265

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Gilbert & Cook, Inc Brokerage Details

Total Assets Under Management

$1,197,704,959

IA Average: $9,259,360,772
Total Number of Employees

32

IA Average: 166
Total Number of Accounts

3,219

IA Average: 7,189
Average Account Size

$372,074

IA Average: $1,287,990

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

2016 - Present (8 years)

Gilbert & Cook, Inc

2016 - 2016 (< 1 year)

Gilbert & Cook, Inc

2016 - 2016 (< 1 year)

Vsr Advisory Services

2015 - 2015 (< 1 year)

Willis Auto Campus

2008 - 2015 (7 years)

Wells Fargo Bank

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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

Michelle Miller
West Des Moines, IA
Thomas Mccaffrey
West Des Moines, IA
Zachary Ripka
West Des Moines, IA
Jessica Swaim
West Des Moines, IA
Katherine Gudgel
West Des Moines, IA
Jarrett Sheets
West Des Moines, IA
Wendy Stenberg
West Des Moines, IA
Jerit Tripp
West Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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