Chad R. Cook
Empowering Clients with Comprehensive Financial Strategies | CFP®, CLU®, ChFC®, CASL, LUTCF
- Role
- Rvp Financial Advisor at Wealth Enhancement
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Chad R. Cook
I’m a dedicated husband, father, and community advocate, passionate about helping…
Experience
Rvp Financial Advisor
Mar 2025 — Present · West Des Moines, IA, US
Wealth Enhancement Group is an independent financial planning firm with a teamapproach to comprehensive planning and a commitment to long-term clientrelationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC, aregistered investment advisor and affiliate of Wealth Enhancement Group.
Education
Western Governors University
Bachelor of Science (BS)
Colorado State University Global
Master's degree
2019 — 2022
Skills
- Disability Insurance
- Traditional Ira
- Financial Analysis
- Series 65
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Series 6
- Hold Series 7
- Wealth Accumulation
- Key Person Insurance
- Sep Ira
- Variable Annuities
- Business Overhead Expense
- Charitable Giving
- Executive Benefit Strategies
- Income Protection
- Survivor Income
- Retirement Planning
- College Funding Strategies
- Deferred Compensation
- Long Term Care Insurance
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Fixed Annuities
- Roth Ira
- Simple Ira
- Buy-Sell Agreements
- Whole Life Insurance
- Universal Life
- Estate Planning
- 403 B
- Business Valuation
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