Cook Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

893 SE Pioneer Way, Oak Harbor, Washingt...

Phone Number

(360) 682-5955

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Cook Wealth Management

Cook Wealth Management is a family-run financial advisory firm based in Oak Harbor, focused on helping clients understand their financial outlook and achieve financial objectives. They serve clients on Whidbey Island and the greater Puget Sound area, providing services such as retirement planning and financial advising, including IRAs and 401(k) rollovers. Founded by Darin Cook after extensive experience in the industry, the team also includes his son London, bringing fresh insights to their advisory model. The firm prioritizes long-term relationships with clients, treating them as family and offering personalized consultations.Explore more
Cook Wealth Management's Social MediaPopular SearchesCook Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Cook Wealth Management Org Chart

PhoneEmail
DC
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Owner and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cook Wealth Management

<$5M
1-10
Private
-
-
DC
Darin CookOwner and Financial Advisor
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1993
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cook Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cook Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cook Wealth Management.

Cook Wealth Management Tech Stack

A closer look at the technologies used by Cook Wealth Management

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Frequently Asked Questions Regarding Cook Wealth Management

What is Cook Wealth Management's official website?
Cook Wealth Management's official website is www.cookwealthmanagement.net
What is Cook Wealth Management's Revenue?
Cook Wealth Management's revenue is <$5 Million
What is Cook Wealth Management's SIC code?
Cook Wealth Management's SIC: 62,628
What is Cook Wealth Management's NAICS code?
Cook Wealth Management's NAICS: 52,523
How many employees does Cook Wealth Management have?
Cook Wealth Management has 1-10 employees
What industry does Cook Wealth Management belong to?
Cook Wealth Management is in the industry of: Finance, Securities Trading
What is Cook Wealth Management competition?
Cook Wealth Management top competitors include: JBG Wealth Management, Westex Investment Services, Murphy Wealth Management, KASE Wealth Advisors
What technology does Cook Wealth Management use?
Some of the popular technologies that Cook Wealth Management uses are: NS1, Squarespace Online Stores, Proofpoint, Squarespace
How do I contact Cook Wealth Management?
Cook Wealth Management contact info: Phone number: (360) 682-5955 Website: www.cookwealthmanagement.net
What does Cook Wealth Management do?

Cook Wealth Management is a family-run financial advisory firm based in Oak Harbor, focused on helping clients understand their financial outlook and achieve financial objectives. They serve clients on Whidbey Island and the greater Puget Sound area, providing services such as retirement planning and financial advising, including IRAs and 401(k) ro... llovers. Founded by Darin Cook after extensive experience in the industry, the team also includes his son London, bringing fresh insights to their advisory model. The firm prioritizes long-term relationships with clients, treating them as family and offering personalized consultations.Read More

What are Cook Wealth Management social media links?
Cook Wealth Management Linkedin page
Is Cook Wealth Management a public company?
Cook Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cook Wealth Management

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