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Brigitte haden Wiley Cook

& partners

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About Brigitte haden Wiley Cook

Brigitte Cook is a financial advisor with over 13 years of experience in the industry. Brigitte is a Registered Principal, holding Series 24, 53, and 14 licenses as well as Series 7, 55, 57TO and 99TO, and is registered with &partners in Tennessee and Alabama. Brigitte specializes in a variety of investment strategies and works with both individual and institutional clients. Her firm &partners, is an independent investment advisory firm with over 1 billion dollars in assets under management. The firm offers a comprehensive suite of financial planning services, including portfolio management, investment advisory, retirement planning, and estate planning.

Firm Information

Brigitte haden Cook is currently registered with & partners. &partners is a Limited Liability Company that was formed on December 7, 1995. They are headquartered in Nashville, TN and have offices in multiple states. The firm provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. &partners manages over $1 billion in assets for a diverse client base, including individuals, families, businesses, trusts, and charitable organizations. They are registered with the SEC and in all 51 states.
& partners

40 BURTON HILLS BLVD

NASHVILLE, TN 37215

$1.17B

Assets Under Management

254

Total Clients

250

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Trans fee, service charges; 12b-1; money market trls; bdsp

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Brigitte haden Cook’s Registration & Firm History

TN

06/02/2009 - Present

&partners (NASHVILLE TN)

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Licenses & Designations

BC

Issued 08/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/28/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/02/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/01/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brigitte haden Wiley Cook.
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