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THOUGHT LEADERSHIP

Expert insights from the Cooke Financial Group.

Select the type of insight below.

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Industry Perspective

Thought Leadership Videos

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In the BULLpen

Educational Webinars

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Industry Resources

Other Industry Resources

Industry Perspective

May 2, 2024
Brian Cooke and Chris Cooke Discuss Building a Strong Financial Legacy as Guests on What Matters Podcast
October 4, 2023
Chris Cooke Shares Best Idea at 2023 Forbes/SHOOK Top Advisor Summit
November 15, 2023
Kevin McCurdy on Exploring Investment Practices Panel at IMS
May 26, 2023
Lisa Grimes Talks about her thoughts on the U.S. Debt Ceiling
August 31, 2023
John J. Cooke Speaks on Protecting Yourself from Scams

In the BULLpen

Our "In the BULLpen" speaker series is tailored to inform and enlighten on a wide range of topics.

August 16, 2024
AI Coming to Life with Michael McNurney

Michael McNurney, Equity Investment Specialist from Janus Henderson Investors, discusses what Artificial Intelligence (AI) could mean for the global economy.

November 15, 2023
Millennial Investing with Steve Chiavarone

Steve Chiavarone, Senior Portfolio Manager from Federated Hermes, joins Cooke Financial Group to talk about the roles millennials play in the future of financing, particularly women.

April 26, 2023
Identity Theft and Cybercrime with Jeff Lanza

Jeff Lanza, former FBI Special Agent, stops by the Cooke Financial Group BULLpen to share some great tips with us on how to stay safe from identity theft and cybercrime.

Investment Industry Resources

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College Planning Essentials

2024


Look at Insight

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A Guide to Retirement

2024


Look at Insight

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Global Investment Outlook

2024


Look at Insight

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The Hidden Costs of Aging

2024


Look at Insight

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Financial Exploitation Scams

2024


Look at Insight

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Roth IRAs for Kids

2024


Look at Insight

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Long Term Investing

2024


Look at Insight

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Women, Wealth, and Wisdom

2023


Look at Insight

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Retain Your Brain

2023


Look at Insight

Awards received by the Cooke Financial Group

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Forbes Top 250 Wealth Advisors in America

2024, 2023, 2022, 2021, 2020, 2019, 2018

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Forbes #1 and #2 Best-In-State Wealth Advisors in Indiana

2024, 2023, 2022, 2021, 2020, 2019, 2018

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Barron's Top 1,200 U.S. Financial Advisors

2024, 2023, 2022, 2021, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

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AdvisorHub Top 100 Women Advisors to Watch

2024

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AdvisorHub 150 Advisors to Watch (Over $1B) 

2024

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AdvisorHub 100 Advisors to Watch (Over $1B) 

2023

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AdvisorHub 50 Advisors to Watch (Over $1B) 

2022

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Expertise.com Best Financial Advisors in Indianapolis 

2024, 2023, 2022

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Five Star Wealth Manager Award

2024, 2023, 2022, 2021, 2020, 2019, 2018, 2016, 2015, 2014, 2013, 2012

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Financial Times Top 400 Financial Advisers

2020, 2019, 2018, 2016, 2015, 2014, 2013

Results not guaranteed. Individual experience may vary. Click for full award disclosures.

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 (2009-2016 & 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 Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Top Next-Gen Wealth Advisors (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.

Forbes Top RIA Firms in America (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data provided as of March 2024. No fee was paid to be included in the ranking.

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

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from January 2022 – December 2022. 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.

Expertise.com Best Financial Advisors in Indianapolis (2022-2024), created by Expertise.com. Most recently presented in January 2024 based on data gathered as of August 2023. No fee was paid to be included in the ranking. Additional fee was paid for advertising.

Five Star Professional Wealth Manager Award (2012-2016 & 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.

Financial Times Top 400 Financial Advisers (2013-2016 & 2018-2020), created by Ignite Research. Most recently presented in April 2020 based on data gathered as of June 2019. No fee was paid to be included in the ranking.

Connect with the Cooke Financial Group.

Reach out to our award winning team and let us know how we can help. We'd love to have the opportunity to serve you. We look forward to hearing from you.

Office Hours:

Monday - Friday 8:30 AM - 5:00 PM EST

     9340 Priority Way West Drive Indianapolis, IN 46240
     (317) 814-7800
     contactcooke@cookefg.com

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