Mitch Cook Email & Phone Number
Retirement Consultant @ Accel Wealth Management
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Mitch Cook Location
- Cedar Rapids, IA, US
Mitch Cook Work
- Retirement Consultant @ (November 2019 - Present)
- Financial Advisor | Retirement Plan Advisor @ (May 2019 - November 2019)
- Institutional Retirement Consultant @ Unified Trust Company (June 2017 - December 2018)
- Retirement Plan Consultant @ Honkamp Krueger Financial Services, Inc. (June 2013 - May 2017)
- Senior Internal Wholesaler @ (April 2006 - May 2013)
- Consulting Analyst @ (April 2004 - May 2006)
Mitch Cook Education
- Wartburg College
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1998-2002 - Monticello Iowa
Mitch Cook Skills
- 401(k) Retirement Savings Plans
- 401k
- 403 b
- 457 Plans
- Asset Allocation
- Business Development
- Customer Service
- Defined Benefit
- ERISA
- Employee Benefits Design
- FINRA
- Financial Advisory
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Pipelines
- Presentation Skills
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Sales Management
- Sales Presentations
- Sales Process
- Securities
- Series 6
- Series 63
- Series 66
- Series 7
- Time Management
- Wealth Management
- Working with Advisors
- Working with Brokers
- Working with CPAs
Mitch Cook Summary
- Mitch Cook, based in Cedar Rapids, IA, US, is currently a Retirement Consultant at Accel Wealth Management. Mitch Cook brings experience from previous roles at The Financial Specialists, Unified Trust Company, Honkamp Krueger Financial Services, Inc. and Principal Financial Group. Mitch Cook holds a 1998 - 2002 Bachelor's degree in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Wartburg College. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 403 b, 457 Plans, Asset Allocation and more. Mitch Cook has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Accel Wealth Management Employees
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Vice President Retirement Consultant
Cedar Falls, IA, US
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Cedar Rapids, IA, US
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Cedar Rapids, IA, US
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Retirement Consultant
Cedar Rapids, IA, US
Emily Misener
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West Des Moines, IA, US
Matthew Temple
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Waverly, IA, US
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