Bio

Adrienne Monka joined Cooke Financial Group in 2018. As the Director of Operations, she leverages her extensive knowledge to guide and empower her teammates. Her Series 7 certification also enables her to deliver the highest level of financial service and guidance to our clients.

Adrienne works directly with individuals, families, and organizations, helping them manage every aspect of their wealth. She is deeply committed to building life-long relationships and providing personalized service tailored to each client's unique financial goals. Her passion lies in guiding clients through their financial journeys, ensuring they feel supported and confident in their decisions.

Prior to working in the financial industry, Adrienne was a professional softball player. She is an avid sports fan and enjoys playing golf and pickleball. Adrienne has two dogs, Kobe and Raven.

Education

• B.A. in Sociology – Northwestern University

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 63 – The Series 63 is an exam and license that entitles the holder to solicit orders for any type of security in a particular state. The Series 63 exam covers topics on ethical practices and fiduciary obligations.
• Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.