Kayla Cook has been Principal of Aldrich Wealth, Limited Partnership since January 2025, is not listed as a control person, but directly owns under 5% of the firm. Kayla Cook holds a BS in business administration with an option in finance from the University of Montana and an MBA from Eastern Washington University.
Aldrich Wealth, Limited Partnership is a Lake Oswego, OR firm with $7.62B under management, 782 clients and 26 advisers across 5 offices, as of its March 2026 filing.
Kayla Cook is Lead Advisor of Aldrich Wealth LP. She joined Aldrich Wealth in May 2014. Her work covers customized investment strategies, long-term financial planning, asset allocation, risk management and tax efficiency.
- Aldrich Wealth LPCurrent– present · 11 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- CFP®
Investment adviser representative registrations
Kayla Cook is registered as an investment adviser representative in Oregon, since January 2015.
- OregonSince 5 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 2013 |
| Series 7 | General Securities Representative Examination | 19 February 2013 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kayla Kristine Cook
- CRD
- 5991691
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- Principal
- Office
- 5665 SW MEADOWS RD, SUITE 200, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Kayla Cook work?
Kayla Cook has been Principal of Aldrich Wealth, Limited Partnership since January 2025.
Is Kayla Cook a financial advisor?
Yes. Kayla Cook has a current investment-adviser registration in Oregon, through Aldrich Wealth, Limited Partnership since January 2015.
How many years of experience does Kayla Cook have?
Kayla Cook has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Kayla Cook passed?
Kayla Cook has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 2013.
Where is Kayla Cook based?
Kayla Cook’s registered office is in Lake Oswego, OR.
Is Kayla Cook registered with FINRA?
No. Kayla Cook has no current broker registration.
Is Kayla Cook a CFP?
Aldrich Wealth, Limited Partnership lists Kayla Cook with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kayla Cook, CFP®, MBA biography, aldrichadvisors.com
How can I verify Kayla Cook’s record?
Search CRD 5991691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kayla Cook’s full registration record.
