TH
CFA · CFP
TH
CFA · CFP

Todd Henningsen

16 Years of Experience
West Des Moines, IA

Todd Henningsen is a CFA, CFP-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 16 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 840 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
840 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Gilbert & Cook offers investment advisory services tailored to each client's financial situation and goals. They determine an appropriate asset allocation based on the client's objectives, risk tolerance, and time horizon. Investment advisory services are most commonly provided alongside financial planning services. For specific investment management fees, please see the Wrap Fee Platform Brochure.

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Location

5058 Grand Ridge Drive, West Des Moines, IA, 50265

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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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Employment History
Current Registrations
Gilbert & Cook, INC.
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Bergankdv Wealth Management, LLC
May 2016 - June 2023 · 7 yrs 1 mo
Heartwood Investments, INC.
August 2009 - November 2017 · 8 yrs 3 mos
State Registrations1 state
IA
Advisor

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.