Wendy
Stenberg
Gilbert & Cook, Inc
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About this Advisor
Wendy Stenberg is a financial advisor based out of West Des Moines, Iowa. Stenberg is currently employed by Gilbert & Cook, Inc. Stenberg has gained experience at U.S. Bancorp Investments, Inc, Gilbert & Cook, Inc and U.S. Bank. Stenberg holds Series 66, Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Iowa. Gilbert & Cook, Inc is a business operating out of West Des Moines, IA. It manages $974 million in total assets between its 2,648 customer accounts, placing it among the larger firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 2,648 customer accounts, 36% belong to high-net-worth investors who have at least $1 million in assets. The firm offers 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. Financial management fees typically depend on which service is provided. Fees charged by Gilbert & Cook, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gilbert & Cook, Inc Brokerage Details
$973,601,625
32
2,648
$367,674
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
Wendy Stenberg Work History
Wendy has been registered as a financial advisor for 0 years.*
Gilbert & Cook, Inc
U.S. Bancorp Investments, Inc
U.S. Bank
U.S. Bancorp Investments, Inc
*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 Wendy Stenberg 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
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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