Chris Cooke
J. Christopher Cooke, Partner at Cooke Financial Group, co-leads the firm alongside his brother, Brian. As a former Managing Director of Investments, Chris has become an integral part of the evolution of the firm. He is also a Board Member and Principal at Sanctuary Wealth, one of the fastest-growing hybrid RIAs in the country. Prior to joining Cooke Financial Group in 1992, he was a Senior Accountant at a national financial services firm where he developed his expertise in auditing and performance monitoring. Throughout his career, Chris has been named by leading national publications like Forbes, Financial Times and Barron's as one of the top advisors in the country. In addition to his financial career, he is active in the local community; serving on multiple Board of Directors including the Conner Prairie Foundation and St. Vincent Carmel Hospital.
Chris Cooke Professional Experience / Academic History
Professional Experience
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Board of Directors, Principal
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Partner
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Senior Accountant
Academic History
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Juris Doctor, Tax Law
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Bachelor of Business Administration, Accounting and Finance
- Chris is a non-practicing CPA and attorney.
- He is a member of the Indianan Bar Association.
- He is a history buff and for over 20 years has been actively involved with Conner Prairie, an interactive history museum affiliated with the Smithsonian.
- A sought-after subject matter expert, Chris have spoken before the Barron's Top 100 Financial Advisors.
- He is frequently quoted in The Wall Street Journal and the Indianapolis Business Journal.
Awards and Recognitions
- IBJ Who's Who in Banking and Finance, 2011
- Wells Fargo Advisors Premier Advisors, 1996–2016
- Five Star Wealth Manager Award, 2012–2019
- Forbes America's Top Wealth Advisors, 2019–2020
- Forbes Best-in-State Wealth Advisors, 2019–2020
- Barron's Top 1,200 Financial Advisors, 2010–2020
- Financial Times Top 400 Financial Advisors, 2014–2016, 2018–2020
Licenses and Certifications
- Certified Investment Management Analyst, CIMA®
- Inactive Attorney, Indiana State Bar Association
- Inactive CPA, Indiana CPA Society
- FINRA Series 7 and Series 63 licenses
Community Involvement