CC
CFP · ChFC
CC
CFP · ChFC

Chad Cook

18 Years of Experience
West Des Moines, IA
Broker

Chad Cook is a CFP, ChFC-designated registered investment advisor, based in West Des Moines, IA, with 18 years of industry experience.

Location

5550 Wild Rose Ln, Suite 400, Office 4037, West Des Moines, IA, 50266

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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 Activities

Chad is the president of Cook Family Rentals, LLC, a residential rental property business, since August 2022. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
Wealth Enhancement Brokerage Services, LLC
March 2025 - Present · 1 yr 2 mos
Wealth Enhancement Advisory Services, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Country Capital Management CompanyBroker
March 2025 - March 2025 · 0 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2018 - July 2024 · 6 yrs
Advice and Planning Services
July 2018 - July 2024 · 6 yrs
Principal Securities, INC.
October 2014 - June 2018 · 3 yrs 8 mos
Principal Securities, INC.Broker
March 2014 - June 2018 · 4 yrs 3 mos
Fbl Marketing Services, LLCBroker
May 2006 - January 2014 · 7 yrs 8 mos
State Registrations1 state
IA
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.