Christopher Cooke has provided professional investment guidance with personal service since 1990. Formerly an accountant for Ernst & Young, he is a non-practicing CPA/attorney and a member of the Indiana Bar Association specializing in estate, tax, and cash flow planning and fiduciary liability. His experience and background — especially in auditing and performance measurement — have played a key role in the Cooke Financial Group’s consulting efforts. He earned the professional designation of Certified Investment Management Analyst (CIMA) in 2000. Chris earned a Bachelor’s degree in Accounting from the University of Notre Dame (1987) and a J.D. with a focus on tax law from the Indiana University Law School-Indianapolis (1993).
Chris received national recognition as a 2007 Outstanding Advisor by Registered Representative magazine. He was named to the Barron’s “Top 1200” in 2015 and 2016 and “Top 1000” from 2010 to 2014. From 2010-2016, he was named a Top Advisor for the State of Indiana. He has been a speaker before the “Barron’s Top 100” Financial Advisors on multiple occasions; most recently in 2015 at the Barron’s Top Teams Conference.
Chris was named to the Financial Times 400 in 2014 and 2016. He was also awarded the Five Star Wealth Manager award for the years 2012-2015. Chris has been quoted in the Wall Street Journal, Indianapolis Business Journal, and other national and local publications. Since 1996, Chris has been a member of the Wells Fargo Advisors Premier Advisors Recognition Council, which honors financial advisors for their professional achievements.