Cooke Financial Group
Financial Services
Indianapolis, Indiana, United States
16 employees
- Employees
- 16
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Cooke Financial Group Overview
- Headquarters
- Indianapolis, Indiana, United States
- Website
- www.cookefg.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 1969
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cooke Financial Group
Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the independently owned firm draws on more than a half century of financial stewardship. Led today by Chris Cooke and Brian Cooke, also cofounders of Sanctuary Wealth, their award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. In 2018, they became the first Partner Firm of Sanctuary Wealth. Cooke Financial Group Wealth Advisors are consistently recognized for comprehensive investment consulting and wealth management services by leading financial publications including Forbes, SHOOK Research, Barron’s, and AdvisorHub. Most recently Chris and Brian were named 2025 Forbes #1 and #2 Best-In-State Wealth Advisors and 2025 Forbes Top 250 Financial Advisors nationally.* * Award Disclosure: (Chris Cooke and Brian Cooke: Forbes Best-In-State Wealth Advisors and Forbes Top 250 Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)
Cooke Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Cooke Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Chris Cooke | Co-ceo, Partner, Wealth Advisor | Indianapolis, Indiana, United States |
Email
Phone
|
| Lisa Grimes, Cfp® | Senior Vice President, Wealth Advisor | Indianapolis, Indiana, United States |
Email
|
| Taylor Hall | Director of Marketing - Cooke Financial | Fishers, Indiana, United States |
Email
Phone
|
| Brian Cooke, Cima® | Co-ceo, Partner, Wealth Advisor | Fishers, Indiana, United States |
Email
Phone
|
Employees by Management Level
Executive
3 profiles
Director
1 profile
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