Cooke Financial Group

Indianapolis, Indiana

5.0 (12 reviews)
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About

Cooke Financial Group is a fiduciary wealth management firm headquartered in Indianapolis that provides financial planning and investment management to over 750 households with more than $2 billion in assets under management. The firm's team includes CIMA®, CFP®, BFA™, and MBA professionals, and operates as a partner firm of Sanctuary Wealth, allowing it to work across multiple custodians and investment platforms rather than recommending from a preset list. Led by principals Chris Cooke and Brian Cooke alongside advisors including Tammy Williams and others, the firm has received recognition from Forbes, Barron's, and AdvisorHub.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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