Michelle Louise Miller
Investment adviser representative at Gilbert & Cook, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Gilbert & Cook, Inc.Jun 2021 to now
- Eagle Strategies LLCFeb 2020 to Jun 2021
- Nylife Securities IncNov 2018 to Jun 2021
- New York Life Insurance Co.Oct 2018 to Jun 2021
- Lincoln Savings BankJan 2018 to Oct 2018
- LPL Financial LLCJan 2018 to Oct 2018
- UnemployedAug 2017 to Dec 2017
- Principal Financial GroupMar 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
Gilbert & Cook, Inc.
$1.7BAssets managed
901Clients
18Advisers
10 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
- 6898551
- Firm CRD
- 283112