Socorro
Burgosavila

Gilbert & Cook, Inc

CRD#6868245
Investment Advisor
in West Des Moines, IA

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About this Advisor

Socorro Burgosavila is a financial advisor working out of West Des Moines, Iowa with a total of 3 years of industry experience. Burgosavila is an advisor for Gilbert & Cook, Inc. Their career trajectory has included roles at Anderson Erickson Dairy, Axa Advisors, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Axa Advisors, Grand View University, Dmacc and Gilbert & Cook, Inc. Burgosavila maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Gilbert & Cook, Inc is an advisory business that has its headquarters in West Des Moines, IA. It has $974 million in assets among its 2,648 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 2,648 client accounts, 36% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on the financial services. However, fee types charged by Gilbert & Cook, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

$973,601,625

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

32

IA Average: 166
Total Number of Accounts

2,648

IA Average: 7,189
Average Account Size

$367,674

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

Socorro Burgosavila Work History

Socorro has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Gilbert & Cook, Inc

2019 - Present (5 years)

Northwestern Mutual Life Insurance Company

2019 - 2019 (< 1 year)

Northwestern Mutual Investment Services LLC

2018 - 2019 (1 year)

Axa Advisors, LLC

2018 - 2019 (1 year)

Axa Advisors

2013 - 2016 (3 years)

Grand View University

2011 - 2013 (2 years)

Dmacc

2006 - 2018 (12 years)

Anderson Erickson Dairy

2006 - 2018 (12 years)

Anderson Erickson Dairy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Socorro Burgosavila 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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