Chris Cooke

Partner, Wealth Advisor

Chris has been an integral part of the evolution of the Cooke Financial Group, from his own introduction in 1992 as Managing Director of Investments, to the 2016 move to independence and the launch of Sanctuary Wealth, now one of the fastest-growing hybrid RIAs in the country. Cooke Financial Group became the inaugural team on Sanctuary’s exclusive Partnered Independence℠ platform with Chris as one of the Sanctuary Founders.

Prior to joining Cooke Financial Group, Chris was an accountant at Ernst & Young. His experience in auditing, performance monitoring, and risk management was instrumental as the team continuously developed their service capabilities. Today, Chris’ expertise is concentrated in wealth management, retirement planning and estate planning. Chris is a non-practicing CPA and attorney. He enjoys waterskiing, tennis, and horseback riding. He and his wife Elizabeth have three grown children.

Education

• B.A. in Accounting – University of Notre Dame
• J.D. in Tax Law – Indiana University Law School of Indianapolis

Community

• Chairman – Conner Prairie Foundation Board of Directors
• Board Member – Ascension North Region Hospitals (Fishers, Carmel, Kokomo, Anderson)
• Finance Committee Member – Elevate Ventures
• Member – Penrod Society
• Member – Indiana Bar Association
• Member – Notre Dame Club of Indianapolis
• Member – Holy Spirit at Geist Catholic Church

Awards*

• Top 250 Wealth Advisor in America – 2018-2024 – Forbes / SHOOK Research
• Best-in-State Wealth Advisor in Indiana – 2018-2024 – Forbes / SHOOK Research
• Top 1200 U.S. Financial Advisors – 2021-2024 – Barron’s
• 150 Advisors to Watch (Over $1B) – 2024 – AdvisorHub
• Five Star Wealth Manager – 2018-2024 – Five Star Awards

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 very.

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.

150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

Five Star Professional Wealth Manager Award (2018-2024), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.