Chris Cooke is Managing Partner at Cooke Financial Group, a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Chris has been an integral part of the evolution of the firm. He joined Cooke Financial Group in 1992 as Managing Director of Investments and later arranged the merger that launched Sanctuary Wealth, now one of the fastest-growing hybrid RIAs in the country. Today, his expertise is concentrated in wealth management, retirement planning and estate planning. Chris is a sought-after wealth management expert who has been recognized as a top financial advisor by Forbes, Barron's, Financial Times, and Registered Representative. Previously, he was an Accountant at Ernst & Young where he worked on auditing, performance monitoring, and risk management.
Chris Cooke Professional Experience / Academic History
Professional Experience
Academic History
RECOGNITIONS
Forbes Best-in-State Wealth Advisors, 2018-2025
Forbes America's Top Wealth Advisors, 2018-2025
Barron's Top 1,200 Advisors, 2010-2016, 2020-2025
Five Star Professional Wealth Manager Award, 2018-2025
AdvisorHub's 150 Advisors to Watch, 2024
Financial Times Top 400 Financial Advisors, 2014-2016, 2019-2021
DESIGNATIONS
Certified Investment Management Analyst, CIMA®
Security Industry Essentials®, SIE®
Inactive Attorney, Indiana State Bar Association
Inactive CPA, Indiana CPA Society
FINRA Series 7, Series 63, and Series 65 licenses
COMMUNITY INVOLVEMENT
Board Member, Conner Prairie Foundation Board of Directors
Member, Penrod Society
Member, Indiana Bar Association
Member, Notre Dame Club of Indianapolis
Member, Holy Spirit at Geist Catholic Church
MEDIA & PUBLICATIONS
Chris has spoken before Barron's Top 100 Financial Advisors, at Pershing’s INSITE Conference, and at the Forbes/SHOOK Top Advisor Summit.
He has been quoted in The Wall Street Journal and the Indianapolis Business Journal along with many other national publications.