A complete list of active advisors currently associated with Cook Financial, LLC

Warmer can help you find a great advisor at Cook Financial, LLC or one who fits your needs even better.

Cook Financial provides discretionary asset management and goal-based financial planning to individuals, high‑net‑worth clients, trusts, estates and business owners. The firm reports managing roughly $6.3 million across its client relationships and delivers ongoing portfolio monitoring alongside written planning deliverables. Portfolios are managed to individual objectives and risk tolerance using a mix of fundamental, technical and Monte Carlo analysis, with the adviser able to hire registered sub‑advisors to implement model strategies and execute trades. Account reviews are performed regularly and the firm documents client goals and any investment restrictions, noting that use of sub‑advisors can limit the ability to impose security‑level restrictions. Compared with many independent peers, the firm explicitly serves corporate or business clients and may delegate day‑to‑day trading authority to third‑party sub‑advisors who share discretionary authority. The firm’s principal also operates as a licensed insurance agent and discloses receipt of commissionable insurance compensation, and the ADV discloses a 2024 FINRA action resulting in a suspension related to electronic signing of customer documents; both items are described as potential conflicts or disciplinary history in the brochure.

To learn more about the advisors currently working at Cook Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joshua Cook	Vernal, UT	22

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