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Daniel Cook, Cfp® Email & Phone Number

Wealth Advisor at Straight Path Wealth Management
Location: Jenison, Michigan, United States 9 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Straight Path Wealth Management
Role
Wealth Advisor
Location
Jenison, Michigan, United States
Company size
5 employees

Who is Daniel Cook, Cfp®? Overview

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Quick answer

Daniel Cook, Cfp® is listed as Wealth Advisor at Straight Path Wealth Management, a with 5 employees, based in Jenison, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Daniel Cook, Cfp®.

Daniel Cook, Cfp® previously worked as LPL Financial Advisor at Maxwealth Management Located At Lake Michigan Credit Union and Investment Professional II at J.P. Morgan Securities, Llc. Daniel Cook, Cfp® holds Bachelor Of Business Administration (Bba), Marketing And Finance, Alumni from Grand Valley State University.

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Email format at Straight Path Wealth Management

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Straight Path Wealth Management

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Profile bio

About Daniel Cook, Cfp®

Daniel Cook, Cfp® is a Wealth Advisor at Straight Path Wealth Management.

Current workplace

Daniel Cook, Cfp®'s current company

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Straight Path Wealth Management
Straight Path Wealth Management
Wealth Advisor
jenison, michigan, united states
Website
straightpathwealth.com
Employees
5
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Company profile
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9 roles

Daniel Cook, Cfp® work experience

A career timeline built from the work history available for this profile.

Lpl Financial Advisor

Maxwealth Management Located At Lake Michigan Credit Union

Grand Rapids, Michigan, United States

May 2021 - Jun 2024

Investment Professional Ii

J.P. Morgan Securities, Llc
Oct 2020 - Jan 2021

Investment Professional

J.P. Morgan Securities, Llc
Sep 2019 - Oct 2020

Investor Relations Intern

Blackford Capital

Grand Rapids, Michigan

Jan 2018 - Apr 2018
Team & coworkers

Colleagues at Straight Path Wealth Management

Other employees you can reach at straightpathwealth.com. View company contacts for 5 employees →

M( Madelyn (Lanser) Rozeboom, Cfp® Madelyn (Lanser) Rozeboom, Cfp® Colleague at Straight Path Wealth ManagementGrand Rapids, Michigan, United States View → SG Sam Genzink Sam Genzink Colleague at Straight Path Wealth ManagementGrand Rapids, Michigan, United States View → CO Cara Olson Cara Olson Colleague at Straight Path Wealth ManagementMarne, Michigan, United States View → JK Jaycob Keuning, Cfp® Jaycob Keuning, Cfp® Colleague at Straight Path Wealth ManagementHudsonville, Michigan, United States View → TP Thomas Proos, Cpwa® Thomas Proos, Cpwa® Colleague at Straight Path Wealth ManagementJenison, Michigan, United States View → CS Caitlin Seaver Caitlin Seaver Colleague at Straight Path Wealth ManagementGrand Rapids Metropolitan Area, United States View → KW Ken Welch Ken Welch Colleague at Straight Path Wealth ManagementJenison, Michigan, United States View → DL David Lutz David Lutz Colleague at Straight Path Wealth ManagementJenison, Michigan, United States View →
2 education records

Daniel Cook, Cfp® education

Bachelor Of Business Administration (Bba), Marketing And Finance, Alumni

Grand Valley State University

Activities and Societies: AMA, PSO, Running Club, CFA research Challenge

FAQ

Frequently asked questions about Daniel Cook, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Cook, Cfp® work for?

Daniel Cook, Cfp® works for Straight Path Wealth Management.

What is Daniel Cook, Cfp®'s role at Straight Path Wealth Management?

Daniel Cook, Cfp® is listed as Wealth Advisor at Straight Path Wealth Management.

Where is Daniel Cook, Cfp® based?

Daniel Cook, Cfp® is based in Jenison, Michigan, United States while working with Straight Path Wealth Management.

What companies has Daniel Cook, Cfp® worked for?

Daniel Cook, Cfp® has worked for Straight Path Wealth Management, Maxwealth Management Located At Lake Michigan Credit Union, J.P. Morgan Securities, Llc, The Hershey Company, and Blackford Capital.

Who are Daniel Cook, Cfp®'s colleagues at Straight Path Wealth Management?

Daniel Cook, Cfp®'s colleagues at Straight Path Wealth Management include Madelyn (Lanser) Rozeboom, Cfp®, Sam Genzink, Cara Olson, Jaycob Keuning, Cfp®, and Thomas Proos, Cpwa®.

How can I contact Daniel Cook, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Cook, Cfp® at Straight Path Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Cook, Cfp® attend?

Daniel Cook, Cfp® holds Bachelor Of Business Administration (Bba), Marketing And Finance, Alumni from Grand Valley State University.

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