Mindy Cook
Mindy Cook is a registered investment advisor at Elevation Wealth Partners, LLC, based in Edmond, OK, with 21 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 171 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In addition to the advisory fee, a platform fee of 0.15% is charged on all assets except those held in American Funds. Fees are negotiable.
Fee Estimator
Location
Edmond, OK
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Regulatory History
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 ActivitiesSells Insurance
Mindy works as an independent insurance agent for various independent insurance companies since 2018. This requires a few hours per week.
Employment History
Current Registrations
Elevation Wealth Partners, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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.