Roy Cook is a skilled expert, who works in Dugan & Lopatka Wealth Management as a Managing Director from 2018. This expert gained professional experience in more than nine positions at different companies. Roy Cook went to the Elmhurst College and was studying there from 1992 to 1996. Chicago, Illinois is the city, where this person was lastly known to be living. This professional's phone number and email are easily accessed through SoftwareOfficial by request.
Name variants:
Leroy Cook
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ro**@wolffinancial.com
Location
Chicago, IL
Company
Dugan & Lopatka Wealth Management
Workplace
Managing Director
Work History
Managing Director
Registered representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under s...
from Aug 2018
Wealth Manager
104 east Roosevelt Rd SUITE 100, Wheaton, IL 60187
Registered representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under s...
May 2018 — Aug 2018
Vice President
1901 south Meyers Rd SUITE 630, Oakbrook Terrace, IL 60181
Wolf Financial Management, LLC is a fee only Registered Investment Advisor focusing on a comprehensive, independent, objective and disciplined approach to wealth management for high net wort...
Jul 2010 — Nov 2014
President and Owner
Oak Brook Strategic Investment Advisors, LLC is a fee only Registered Investment Advisor focusing on a comprehensive, independent, objective and disciplined approach to wealth management.
Sep 2009 — Jul 2010
Senior Portfolio Manager
205 north Michigan Ave, Chicago, IL 60601
2005 — 2009
Education
1992 — 1996
Occupations
Executive
Chief Executive Officer
Manager
Representative
Corporate Executive
Chief Executive
Operations Manager
Skills
Investments
Wealth Management
Asset Allocation
Portfolio Management
Finance
Retirement Planning
Securities
Due Diligence
Estate Planning
Management
Creative Writing
FAQs about Roy Cook
What is the profession of Roy Cook?
This professional's job is Managing Director
What jobs is Roy a professional at?
The expert is proficient at Executive and Chief Executive Officer jobs.
Where does Roy Cook currently live?
Roy Cook lives in Chicago, Illinois.
Does the expert have the email address?
ro**@wolffinancial.com is Roy's email address.
Where did Roy Cook work?
Roy Cook worked at Dugan & Lopatka Wealth Management, Dugan & Lopatka Financial Services, Llc.
Where has Roy Cook studied?
Roy studied at the Elmhurst College from 1992 to 1996.
Are there any special industries Roy Cook works in?
This professional works in Investment Management industry.
Are there any professional skills Roy Cook has?
This person has the following skills: Investments, Wealth Management, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Securities, Due Diligence, Estate Planning, and Management.