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Charles Irvin Cook

Advisor at Mass Mutual Investors Services — Armstrong, IL

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Armstrong, IL

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,113

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Charles Cook is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and joined Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in raising and showing beef cattle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Armstrong, IL

Armstrong IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

32 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Armstrong, IL

Massachusetts Mutual Life Insurance Company

2016 - Present • 10 years

Springfield, MA

MetLife Securities Inc.

1994 - Present • 32 years

Danville, IL

Metropolitan Life Insurance Company

1994 - Present • 32 years

Danville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
user avatar

Samuel M

Series 63, Series 66

Rossville, IL

Empower Advisory Group

Samuel Mikel is a financial advisor with Empower Advisory Group in Rossville, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Empower, he worked at Thrivent Investment Management Inc and has a diverse background including roles at Mattress Firm and other companies. He currently serves as a Village Trustee for Rossville, IL. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones in Danville, IL, with three years of industry experience. He holds a Series 66 designation and previously worked for Old National Bank (formerly First Midwest Bank) for 11 years. Outside of his advisory role, he manages a rental property as a sole proprietor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jarron F

Series 66

Danville, IL

LPL Financial

Jarron Fleming is a financial advisor with LPL Financial in Danville, Illinois, holding a Series 66 designation and one year of industry experience. His background includes roles in education at multiple institutions and a business position at Quick Pools and Spas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Douglas I

Series 63, Series 66

Danville, IL

LPL Enterprise

Douglas Ireland is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and PNC Wealth Management. Outside of his advisory work, he owns Ireland Financial Partners and Ireland Insurance and Accounting Group, businesses involved in financial advising and insurance services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside services in insurance and trust custody.

Tax-loss harvesting
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