CoverProfile

Megan Rosenstiel

Partner, Advisor & Director of Advisory Services

Gilbert & Cook

United States, Iowa, Dallas County

About Me

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

View more

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

Profile Photo
Brandon Grimm
Chief Investment Officer, Partner
RL
Ryan Lamoureux
Relationship Manager
Profile Photo
Chris Cook
Partner & Chief Investment Strategist
Profile Photo
Blake Holtmeier
Investment Analyst

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management