INDIANAPOLIS, IN, March 01, 2019 — Chris and Brian Cooke were named to the Forbes’ 2019 List of Best-in-State Wealth Advisors, a ranking of the best national, regional, and independent firms in the United States, for the second consecutive year. Out of more than 29,000 nominations submitted and 44 Advisors recognized in all of Indiana […]
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Entries by cookefg2019
Posted by Rita Raagas De Ramos February 14, 2019 at FinancialAdvisorIQ.com Broker-dealer firms are facing numerous challenges when it comes to growing their businesses, and among the most pressing is retaining talent. For Christopher Cooke, Indianapolis-based partner and senior institutional consultant at Cooke Financial Group, the biggest challenge is making sure his team is “functioning as efficiently and as […]
INDIANAPOLIS, IN, October 29, 2018 – Sanctuary Wealth Partners is pleased to announce that Chris and Brian Cooke of Cooke Financial Group have both been named to the Forbes’ 2018 Top 250 Wealth Advisors, a ranking of the best financial advisors in the United States. The Forbes 2018 list of top wealth advisors includes 250 […]
Cooke Financial Group found this cause through WISH-TV and we decided to make it into a team building event for an amazing cause. Gr8 Paper Push raises thousands in cash and supplies for Indiana teachers The drive benefits Teachers’ Treasures, a non-profit store in Indianapolis just for teachers. On average, teachers spend between $500 and […]
Posted by Rita Raagas De Ramos on May 23, 2018 at FinancialAdvisorIQ.com. “Sometimes we call this the lowest common denominator rule, in that you make policy for maybe the average or even below-average person. And you can’t really allow a lot of exceptions for individuals. There were things we desired to provide for our client base […]
View this brief video to discover the experience shared by Sanctuary’s inaugural independent team, the Cooke Financial Group.
Posted by Rita Raagas De Ramos on April 4, 2018 at FinancialAdvisorIQ.com. Hint: It’s all to do with how the client sees the relationship. The Broker Protocol has returned to the spotlight in recent months and that’s largely because of the exits of high profile signatories. Cooke Financial Group is staying in the protocol. Chris […]
Posted by Rita Raagas De Ramos on March 28, 2018 at FinancialAdvisorIQ.com. The Financial Times Top 400 broker-dealer advisors’ reactions range from business as usual to supporting a uniform fiduciary rule by the SEC. This is a reaction to The Fifth Circuit Court of Appeals ordering of the Department of Labor to vacate the fiduciary […]
Forbes Names Chris Cooke and Brian Cooke to 2018 Best-in-State Wealth Advisors INDIANAPOLIS — Noyes, a 110-year-old wealth management and investment banking firm, announced that two of its financial advisors have been named on Forbes 2018 Best-in-State Wealth Advisors. The esteemed recognition was given to J. Christopher Cooke, CIMA® and Brian F. Cooke, CIMA®, two […]
Financial Advisor IQ A Chicago wealth management and investment banking firm has snatched a $1.7 billion financial advisor team from Wells Fargo Advisors, the Indianapolis Business Journal reports. Led by brothers Chris and Brian Cooke, the 11-person Cooke Financial Group will become the largest branch of 108-year old firm David A. Noyes & Co., according to the publication. The Cookes are joining […]
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