Cooke Financial Group Employee Directory

Q: What is Cooke Financial Group known for?

Cooke Financial Group was founded in 1969. Cooke Financial Group operates in the Financial Services industry.

Q: How many employees does Cooke Financial Group have currently?

Cooke Financial Group has approximately 16 employees.

Financial ServicesUnited States11-50 Employees

Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the independently owned firm draws on more than a half century of financial stewardship. 

Led today by Chris Cooke and Brian Cooke, also cofounders of Sanctuary Wealth, their award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. In 2018, they became the first Partner Firm of Sanctuary Wealth.

Cooke Financial Group Wealth Advisors are consistently recognized for comprehensive investment consulting and wealth management services by leading financial publications including Forbes, SHOOK Research, Barron’s, and AdvisorHub. Most recently Chris and Brian were named 2025 Forbes #1 and #2 Best-In-State Wealth Advisors and 2025 Forbes Top 250 Financial Advisors nationally.*

* Award Disclosure: (Chris Cooke and Brian Cooke: Forbes Best-In-State Wealth Advisors and Forbes Top 250 Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)

Find Cooke Financial Group employees' phone numbers or email addresses

Cooke Financial Group Global Highlights

North America
16

United States Of America
16

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Cooke Financial Group's Leadership

B. C.
Partner - Independent Business Owner
Mobile Phone
Email

Contact profiles from Cooke Financial Group

Name

Title

Contact Info

Location

Last Update

B. C.
Partner - Independent Business Owner
Mobile Phone
Email
United StatesMassachusetts
Feb 21, 2025

Frequently Asked Questions

What is Cooke Financial Group known for?

Cooke Financial Group was founded in 1969 operates in the Financial Services industry. The company's main headquarters is located in 9340 Priority Way West Drive, Indianapolis, IN 46240, US. Explore Cooke Financial Group's company overview page for more information.

What is Cooke Financial Group's most common email format?

Cooke Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cooke Financial Group email formats with LeadIQ.

How many employees does Cooke Financial Group have currently?

Cooke Financial Group has approximately 16 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Cooke Financial Group's key employees and leadership?

As of October 2025, Cooke Financial Group's key employees include:

Partner - Independent Business Owner: B. C.

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