Ed Cook
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(605) 399-3113(605) 399-3113
The Cook Group at Morgan Stanley
Direct:
(605) 399-3105(605) 399-3105
Toll-Free:
(800) 341-9690(800) 341-9690
Our Mission Statement
We develop personalized solutions that combine your goals with seeking the goal of financial freedom.
Why Choose Us
At The Cook Group we believe that a good financial plan is about a lot more than numbers. Our business is built on long-term, multi-generational relationships with our clients and their families. Our primary mission is to create solutions that combine your personal goals with the achievement of financial independence.
We coordinate all aspects of your financial planning through comprehensive advisory services. Our team has more than 45 years of combined experience managing investments and financial planning for both businesses and individuals. In addition to our team experience, we draw on the full resources of Morgan Stanley, and work with our client’s tax and legal advisors.
We take pride in being personally responsible for managing your assets, and our group internally handles the research, trading, risk management, and portfolio construction. This allows us to design custom portfolios, and also provides our clients with direct access to their money manager and a high level of accountability.
We coordinate all aspects of your financial planning through comprehensive advisory services. Our team has more than 45 years of combined experience managing investments and financial planning for both businesses and individuals. In addition to our team experience, we draw on the full resources of Morgan Stanley, and work with our client’s tax and legal advisors.
We take pride in being personally responsible for managing your assets, and our group internally handles the research, trading, risk management, and portfolio construction. This allows us to design custom portfolios, and also provides our clients with direct access to their money manager and a high level of accountability.
Services Include
- Professional Portfolio ManagementFootnote1
- Wealth ManagementFootnote2
- Financial PlanningFootnote3
- Retirement PlanningFootnote4
- Alternative InvestmentsFootnote5
- 401(k) Rollovers
- Estate Planning StrategiesFootnote6
- Cash ManagementFootnote7
- Business PlanningFootnote8
- Business Succession PlanningFootnote9
- Life InsuranceFootnote10
- Long Term Care InsuranceFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Comprehensive Financial Planning
We help our clients manage every aspect of their financial life, no matter how complex the situation. Our goals-based process looks at the big picture to develop and implement a strategy to help you meet your financial goals.
Developing Your Plan
- Help you Identify your Goals
- Gather data & analyze
- Develop a strategy
- Implement the strategy
- Ongoing review
Living in a Digital Age
Managing your finances doesn’t have to be hard; working with our Team can make it easier. The tools available to you through Morgan Stanley are simple to use and allow you to be as hands-on as you’d like to be with your finances.
When “In Person” Isn’t Possible
Morgan Stanley has partnered with Zoom, the popular video conferencing app, so you can have a face-to-face conversation with us no matter where you are. It is safe, secure, and easy – just contact us about having a Zoom meeting, and we will take care of the rest.
The Financial Multi-Tool
Morgan Stanley Online (MSO) is more than just “online banking.” It is your central hub to access a whole host of different tools. Some of these include: Family Budgeting, transaction history, Total Wealth, Digital Vault, account statements, and much more.
Sign Papers Without a Pen
Morgan Stanley’s e-Sign capabilities allow you to remotely handle the logistics of your accounts and money movement without the hassle of “swinging by the office” or mailing documents.
See the Big Picture
Morgan Stanley’s Total Wealth tool enables you to see all of your accounts in one place without needing to log into multiple sites. Linking your accounts is safe and easy. The best part is, it enables us to see exactly where you are on the road to your financial goals and it allows us to make recommendations based on your whole financial picture, not just the piece we manage.
Meetings Made Easy
Scheduling a meeting is no longer a hassle. Simply scroll to the top of this page and click on “Schedule Meeting”. Select an available time that works best for you and we will reach out to confirm the appointment and decide what you should bring to the meeting.
Keep Your Documents Safe
Morgan Stanley’s Digital Vault is a secure way of storing important documents. It also allows you to share secure documents with our team. Morgan Stanley leads the industry in cyber security and employs hundreds in this field alone. You can rest easy knowing that your documents are safer in our Digital Vault than they are in that pile on your desk!
Location
909 St Joseph St
6th Floor
Rapid City, SD 57701
US
Direct:
(605) 399-3105(605) 399-3105
Toll-Free:
(800) 341-9690(800) 341-9690
Fax:
(601) 812-6986(601) 812-6986
Meet The Cook Group
Jordan Cook
Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(605) 399-3118(605) 399-3118
Lori Neisent
Senior Registered Associate
Phone:
(605) 399-3105(605) 399-3105
About Ed Cook
Ed Cook directs the team and has been a Financial Advisor for over 35 years. He focuses on strategic planning with clients and their tax and legal advisors. Ed began his career working as an options and portfolio strategist. He spent 11 years as the Branch Manager of the Piper Jaffray and UBS branch in Rapid City. He served for four years on the UBS Portfolio Management Program Advisory Council. He has earned the Portfolio Management Director designation based on his experience in building diversified investment portfolios with an emphasis on risk management.
Ed loves spending time with his wife, Kathy, their six children and many grandchildren. He enjoys tennis, boating, camping, hiking and driving his convertible in the beautiful Black Hills of South Dakota.
Ed loves spending time with his wife, Kathy, their six children and many grandchildren. He enjoys tennis, boating, camping, hiking and driving his convertible in the beautiful Black Hills of South Dakota.
Securities Agent: SD, MO, MA, WI, PA, AZ, NY, NE, WA, UT, FL, TX, CA, MT, MN, IL, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1409326
NMLS#: 1409326
About Jordan Cook
Jordan Cook is a Financial Advisor for the team. He has been with The Cook Group for 10 years focusing on investment management and financial planning for individual and business clients. He is a graduate of Taylor University with a Bachelor of Science in Finance. Prior to joining the team, Jordan worked for UBS Financial Services in both the Rapid City, SD and Weehawken, NJ offices.
Outside of the office, Jordan and his wife, Bree, stay busy by raising their three girls. They enjoy traveling, camping, crafting, and rock climbing.
Outside of the office, Jordan and his wife, Bree, stay busy by raising their three girls. They enjoy traveling, camping, crafting, and rock climbing.
Securities Agent: MO, FL, WI, GA, WA, MA, OH, NE, CA, AZ, IL, UT, NY, MN, SD, MT, CO, TX, KY, AK, NC, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1406576
NMLS#: 1406576
About Lori Neisent
Lori Neisent is a Senior Registered Associate in the Rapid City, South Dakota office, where she plays a key role for The Cook Group. Lori provides administrative support and directs the group's client service, correspondence and document processing operations. With more than 30 years in the financial industry, she has a wealth of knowledge and takes pride in providing personalized service and detail-oriented solutions for clients. In her free time, Lori enjoys gardening and spending time with her family.
About Peter Saffell
Peter Saffell, CIMA®, is a Portfolio Associate* for The Cook Group. He has been with the team since February, 2018. Peter assists the team with investment research, investment strategies development, team marketing, and client review preparation. He is a graduate of Taylor University with a Bachelor of Science in Finance with an emphasis in Economics. He also completed the Investment Management Theory & Practice education program through Yale School of Management as a prerequisite to attaining the Certified Investment Management Analyst® designation in December 2023. Outside of the office, Peter spends his time with his wife Erika and two sons Liam and Aiden.
*Disclaimer: This role cannot solicit or provide investment advice.
*Disclaimer: This role cannot solicit or provide investment advice.
Contact Ed Cook
Contact Jordan Cook
Wealth Management
From Our Team
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Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Cook Group today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)
