Cooke Financial Group
Company

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 Insurance
Monetary 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 Contact
Chris Cooke Co-ceo, Partner, Wealth Advisor
Email Phone
Lisa Grimes, Cfp® Senior Vice President, Wealth Advisor
Email
Taylor Hall Director of Marketing - Cooke Financial
Email Phone
Brian Cooke, Cima® Co-ceo, Partner, Wealth Advisor
Email Phone

Employees by Management Level

Executive 3 profiles
Director 1 profile

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