Steven Edward Cook
Investment adviser representative at Capital Analysts
40 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Capital AnalystsJan 2014 to now
- Lincoln Investment Planning IncAug 2010 to now
- Great American Reserve Ins CoOct 1994 to now
- Northwestern National Life Insurance ComAug 1993 to now
- Jackson National Life Insurance CompanyJun 1993 to now
- G.L.P. and Associates (northern Life)Sep 1992 to now
- Northern Life Insurance Co.Sep 1992 to now
- Allen Park Public SchoolsSep 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387596
- Firm CRD
- 162200