Brian Cooke

Brian Cooke

Formal First Name
Brian
Location

Brian Cooke is a Partner at Cooke Financial Group, a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. He specializes in asset allocation analysis, professional money management consulting, and client communications. Brian is a sought-after wealth management expert and seasoned financial wealth advisor with over 30 years of industry experience in assisting individuals, families, and institutions in securing their financial future. He has also been consistently recognized by leading financial publications since 1992. Brian and his brother, Chris, are co-founders of Sanctuary Wealth, the advanced platform for the next generation of elite advisors. Under their leadership, the firm has become one of the fastest-growing hybrid RIAs in the country.

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

  • Barron's Top 1,200 Financial Advisors, 2010-2016, 2020-2025

  • AdvisorHub's 50 Advisors to Watch, 2022

  • Financial Times Top 400 Financial Advisors, 2013-2014, 2016-2019

  • Five Star Professional Wealth Manager Award, 2018-2024

  • Indianapolis Business Journal's 40 Under 40 Hall of Fame, 2016


DESIGNATIONS

  • Certified Investment Management Analyst, CIMA®

  • Security Industry Essentials®, SIE®

  • Series 7, Series 63, and Series 65 Licenses


COMMUNITY INVOLVEMENT

  • Member, Penrod Society

  • Member, St. Simon the Apostle Church

  • Advisor Leadership Council, Central Indiana Community Foundation

  • Volunteer, Homes of Hope and Youth With a Mission

  • Volunteer, Apple Pies for Angels