Thought Leadership

Expert insights from Cooke Financial Group.

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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

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Team Growth Strategies That Work

Brian Cooke at 2025 Forbes | SHOOK Top Team Summit

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How to Build a Financial Legacy That Lasts

Brian Cooke and Chris Cooke on What Matters Podcast

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SMAs and Money Manager Selection

Kevin McCurdy at 2023 Sanctuary Investment Management Symposium

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How Advisors Can Win with Digital Marketing

Chris Cooke at 2023 Forbes | SHOOK Top Advisor Summit

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How to Protect Yourself from Financial Scams

John J. Cooke at Cooke Financial Group Headquarters 

In the BULLpen

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

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How to Prevent Financial Exploitation

Matt Sommer, Managing Director at Janus Henderson Investors, shares some great tips with us on how to stay safe and prevent financial exploitation.

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What is Direct Indexing and Should You Use It?

Alex Tarnow, VP, Managed Account Specialist, at First Trust Advisors, provides an in-depth analysis of direct indexing and highlights its potential tax advantages.

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How AI Could Transform the Global Economy and Markets

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

Investment Industry Resources

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College Planning Essentials

2025


Look at Insight

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A Guide to Retirement

2025


Look at Insight

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Global Investment Outlook

2025


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 Cooke Financial Group

Forbes America's Top 250 Wealth Advisors

2025, 2024-2018

Forbes Best-In-State Wealth Advisors (Ranked #1 & #2 in Indiana)

2025, 2024-2018

Forbes Top Women Wealth Advisors Best-In-State (Indiana)

2025

Barron's Top 1,200 Financial Advisors

2025, 2024-2021, 2016-2009

AdvisorHub 100 Women Advisors to Watch (Ranked #2 in 2025, Ranked #1 in 2024)

2025, 2024

AdvisorHub 200 Advisors to Watch (Over $1B) 

2025

Expertise.com Best Financial Advisors in Indianapolis 

2025, 2024-2022

Forbes Best-in-State Top Next-Gen Wealth Advisors

2024

AdvisorHub 150 Advisors to Watch (Over $1B) 

2024

Five Star Professional Five Star Wealth Manager Award

2024, 2023-2018, 2016-2012

AdvisorHub 100 Advisors to Watch (Over $1B) 

2023

AdvisorHub 50 Advisors to Watch (Over $1B) 

2022

Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.

Forbes America's Top 250 Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Best-In-State Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Top Women Wealth Advisors Best-In-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Barron's Top 1,200 Financial Advisors (2009-2016 and 2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

AdvisorHub 200 Advisors to Watch (Over $1B) (2025), created by AdvisorHub. Presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes Top Next-Gen Wealth Advisors Best-In-State (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of gathered from 03/30/2023 to 03/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes America's Top RIA Firms (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data gathered from 03/31/2023 to 03/31/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.

Expertise.com Best Financial Advisors in Indianapolis (2022-2025), created by Expertise.com. Most recently presented in January 2025 based on data gathered as of August 2024. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 and 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Connect with 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 8:00 AM - 5:00 PM EST

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

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