SMAs and Money Manager Selection
Kevin McCurdy at 2023 Sanctuary Investment Management Symposium
How Advisors Can Win with Digital Marketing
Chris Cooke at 2023 Forbes | SHOOK Top Advisor Summit
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.
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.
Awards Received by Cooke Financial Group
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.
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(317) 814-7800
contactcooke@cookefg.com
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