Brian Cooke, Cima® Email & Phone Number

Brian Cooke is a sought-after wealth management expert, and a Partner at Cooke Financial Group. Brian is known for the personal attention and care he provides clients, as well as his expertise in asset allocation analysis, professional money management consulting, and client communications.From Indianapolis Business Journal’s prestigious Forty Under 40 award, to his most recent 2022 ranking by Forbes as the #1 Best-in-State Wealth Advisor in Indiana, Brian is a true industry leader who has been earning recognition from top publications since 1992.Brian can help you with:Investment Planning, Wealth Management, Retirement Planning, Asset Allocation, Risk Management, Budgeting, Money Manager Selection, Legacy and Philanthropic PlanningFounded in 1969, the Cooke Financial Group offers a distinctive blend of professional investment consulting and wealth management services. With more than 200 years of combined experience our Wealth Advisors have been consistently recognized as some of the best in the country for comprehensive financial planning and wealth management. Cooke Financial Group brings together a wide range of product knowledge to help you prosper in today’s investment environment so you can reach your financial goals throughout your life.Brian holds the designation Certified Investment Management Analyst (CIMA®) and a Bachelor’s degree in business / marketing from the Kelley School of Business at Indiana University. He enjoys spending time with his wife and two children. Whenever he has the opportunity, he enjoys traveling, playing golf, and pickleball.💬 Cooke Financial Group is hiring financial advisors and client associates. If you have interest in joining their team or learning more about CFG send Brian a message. --Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of : AL,AZ,CA,CO,CT,DE,FL,GA,IL,IN,LA,MI,MN,MO,NC,NE,NJ,NM,NY,OH,OR,PA,SC,TN,TX,VA,VT,WA,WI,WY,TX,AL,AR,DC,IA,ID,KS,MD,ME,MS,MT,ND,NH,NM,NY,OK,SD,UT, WY only.

Listed skills include Investments, Wealth Management, Portfolio Management, Series 7, and 14 others.

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  Indiana University - Kelley School Of Business

  Marketing And Finance