George Lamoureux is a CFP-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 2 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 901 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilbert & Cook offers investment management services through wrap fee platforms, where you pay an all-inclusive fee based on the value of your portfolio rather than individual trading commissions. While the brochure mentions a $1,000,000 portfolio minimum for these services, the exact percentage fee schedule is detailed in a separate wrap fee platform brochure.
Location
5058 Grand Ridge Drive, West Des Moines, IA, 50265
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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 →Employment History
Current Registrations
Gilbert & Cook, INC.
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Nylife Securities LLCBroker
State Registrations1 state
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
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