Brian Cooke, Cima® Email and Phone Number
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Brian Cooke, Cima® personal email
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Brian Cooke, Cima® phone numbers
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.
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Partner - Independent Business OwnerCooke Financial GroupFishers, In, Us -
Partner - Independent Business OwnerCooke Financial Group Jun 1992 - PresentIndianapolis, In, UsBrian Cooke has been ranked the #1 Best-In-State Wealth Advisor in Indiana by Forbes / SHOOK Research since 2019.Cooke Financial Group was established in 1969 and today is an independent company that is affiliated with Sanctuary Wealth as our broker-dealer. Our independent, objective, and unbiased approach seeks only to identify the best possible investment solutions for your goals and objectives. Whatever your needs, we will constantly represent your interests and help you maximize your financial potential. We are completely unrestricted in our choice of investment options for your family. Furthermore, because our practice is primarily fee-based, our compensation tracks your portfolio's performance.Managing your investments is just one important part of what we do. We will help your family develop an integrated investment plan designed to achieve all of your goals and objectives. -
Partnered Independence / ShareholderSanctuary Wealth Nov 2016 - PresentIndianapolis, Indiana, UsSanctuary Wealth is one of the most dynamic independent RIA/Broker Dealers in the USA today. The Cooke Financial Group is the founding team of Sanctuary and one of the top teams in the country. Brian and Chris Cooke have been named the #1 and #2 wealth advisors in the state of Indiana by Forbes / Shook Research for the past 5 years.
Brian Cooke, Cima® Skills
Brian Cooke, Cima® Education Details
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Indiana University - Kelley School Of BusinessMarketing And Finance
Frequently Asked Questions about Brian Cooke, Cima®
What company does Brian Cooke, Cima® work for?
Brian Cooke, Cima® works for Cooke Financial Group
What is Brian Cooke, Cima®'s role at the current company?
Brian Cooke, Cima®'s current role is Partner - Independent Business Owner.
What is Brian Cooke, Cima®'s email address?
Brian Cooke, Cima®'s email address is br****@****ors.com
What is Brian Cooke, Cima®'s direct phone number?
Brian Cooke, Cima®'s direct phone number is +131487*****
What schools did Brian Cooke, Cima® attend?
Brian Cooke, Cima® attended Indiana University - Kelley School Of Business.
What skills is Brian Cooke, Cima® known for?
Brian Cooke, Cima® has skills like Investments, Wealth Management, Portfolio Management, Series 7, Asset Allocation, Series 63, Financial Services, Retirement Planning, Financial Advisory, Finance, Alternative Investments, Retirement.
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