MC
MC

Marvin Cook

28 Years of Experience
Coralville, IA
Broker

Marvin Cook is a registered investment advisor at Wells Fargo Advisors, based in Coralville, IA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

327 2nd St, Ste 110, [Satellite], Coralville, IA, 52241-2694

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Marvin has 50% ownership in Marsh Cook Investment Group, LLC since 2020, dedicating full-time hours to the firm. The firm is involved in investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2010 - Present · 15 yrs 10 mos
Wells Fargo Advisors
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 2002 - April 2007 · 4 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1999 - October 2002 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - October 2002 · 4 yrs 8 mos
State Registrations24 states
AZCACOCTFLGAIAILINKSKYMIMNMONENJNMNVNYPASCTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marvin Cook - Financial Advisor | TrueAdvisor