As both an Advisor and Partner, Megan focuses on the complex situations of our clients. Megan joined Gilbert & Cook in 2006, beginning as a Relationship Manager, re-positioning into Planning in 2010, becoming a Lead Advisor in 2016 and a Partner in 2018. She has earned the following designations and certifications: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA™), Accredited Wealth Management Advisor (AWMA®), Accredited Domestic Partner Advisor (ADPA®), and Long Term Care Professional (LTCP). * Megan earned her bachelor’s degree from the University of Iowa. Megan is currently a member of the Des Moines Estate Planners, and previously served as President

Megan Rosenstiel
Partner, Advisor & Director of Advisory Services
Gilbert & Cook
United States, Iowa, Dallas County
About Me
Profile Information
Partner, Advisor & Director of Advisory Services
Gilbert & Cook
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas County
Iowa
United States
Sep 4, 2024
More profiles to browse
Kate Gudgel
Senior Investment Strategist
Brandon Grimm
Chief Investment Officer, Partner
Chris Cook
Partner & Chief Investment Strategist
HZ
Hayden Zeidler
Senior Investment Analyst
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc