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.
Brian 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
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