Brian Cooke

Partner, Wealth Advisor

Brian Cooke has been helping clients pursue their financial goals and objectives since 1992. As one of the owners of the Cooke Financial Group, Brian focuses on asset allocation analysis, professional money management consulting, and client communications.

Brian and his wife, Amy, live in Indianapolis and have two children: Anna and David. He enjoys pickleball, golf, and travel.

Education

• B.A. in Business/Marketing – Indiana University Kelly School of Business

Community

• Professional Advisor Leadership Council Member – Central Indiana Community Foundation
• Finance Committee Member – Cathedral Foundation
• Volunteer – Hero Project/Capes for Kids
• Volunteer – Homes of Hope
• Volunteer – Youth With a Mission (YWAM)
• Member – Penrod Society

Awards*

• Top 250 Wealth Advisor in America – 2018-2024 – Forbes / SHOOK Research
• #1 Best-in-State Wealth Advisor in Indiana – 2018-2024 – Forbes / SHOOK Research
• Top 1200 U.S. Financial Advisors – 2020-2024 – Barron’s
• 50 Advisors to Watch (Over $1B) – 2022 – AdvisorHub
• Five Star Wealth Manager – 2018-2023 – Five Star Awards
• Forty Under 40 – 2016 – Indianapolis Business Journal

Designations

• CIMA® – Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. CIMA® professionals complete rigorous education on asset allocation, ethics, due diligence, risk measurement, investment policy, and performance management. Individuals who hold the CIMA® designation are required to prove their expertise through recertification every two years.

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 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.

* Award Disclosures: Results not guaranteed. Individual experience may vary.

Forbes Top 250 Wealth Advisors (2018 - 2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Barron's Top 1,200 U.S Financial Advisors (2021-2024), created by Barron's. Most recently presented in March 2024 based on data provided as of September 2023. No fee was paid to be included in the ranking.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.

Five Star Professional Five Star Wealth Manager Award (2018-2023), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2022 to May 2023. No fee was paid to be included in the ranking.