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Brian F. Cooke, CIMA®

Member Board of Directors & Wealth Advisor 317-814-7808

Brian Cooke has been helping clients pursue their financial goals since 1992. As a principal of the Cooke Financial Group, Brian focuses on asset allocation analysis, professional money management consulting, and client communications.

In 2015-2016, Brian was recognized by Barron’s as one of the “Top 1200” Financial Advisors in America. In 2010-2014, Brian was recognized by Barron’s as one of the “Top 1000” Financial Advisors in America. He was listed as one of the Top Ten Advisors in the State of Indiana from 2010 through 2016 as well. In 2013-2016, Brian was recognized by the Financial Times as one of the “Top 400” Financial Advisors in America. He was also awarded the Five Star Wealth Manager award for the years 2012-2015.

In 1995, Brian earned the professional designation of Certified Investment Management Analyst (CIMA). In 2007, Brian was ranked 12th by On Wall Street magazine for advisors under the age of 40. Locally, Brian received the Indianapolis Business Journal’s prestigious 40 Under 40 award, and was named one of “Indy’s Best and Brightest” by Junior Achievement. Since 1996, Brian has been honored with membership in the Wells Fargo Advisors Premier Advisors Recognition Council and was recently named to the F.A. Advisory Council. Brian is a graduate of the Kelley School of Business at Indiana University, where he earned a Bachelor’s degree in Business and Marketing.

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