MC
MC

Michael John Cook

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

155 South Street, Suite 202, Wrentham, MA, 02093

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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.

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Other Business ActivitiesSells Insurance

Michael owns Cook Wealth Management, through which he provides accounting and insurance services. He also owns rental property and has been an insurance agent since 2003, spending about 10-20% of his time providing insurance products and services.

Employment History
Current Registrations
Bay Colony Advisors
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
LPL Financial LLC
March 2006 - August 2020 · 14 yrs 5 mos
LPL Financial LLCBroker
February 2005 - August 2020 · 15 yrs 6 mos
American Express Financial Advisors INC.Broker
December 2002 - February 2005 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
December 2002 - February 2005 · 2 yrs 2 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Michael John Cook - Financial Advisor | TrueAdvisor