Bio

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

Brian and his wife, Amy, live in Indianapolis and have two children: Anna and David. He enjoys pickleball, golf, and travel.

Education

• B.A. in Business/Marketing – Indiana University Kelley School of Business

Community

• Professional Advisor Leadership Council Member – Central Indiana Community Foundation
• Finance Committee Member – Cathedral Foundation
• Volunteer – Homes of Hope
• Volunteer – Youth With a Mission (YWAM)
• Member – Penrod Society
• Volunteer – Apple Pies for Angels
• Volunteer – Greater Indy Habitat for Humanity

Awards*

• #1 Best-in-State Wealth Advisor in Indiana – 2025, 2024-2018 – Forbes / SHOOK Research
• Top 250 Wealth Advisor in America – 2025, 2024-2018 – Forbes / SHOOK Research
• Top 1200 U.S. Financial Advisors – 2025, 2024-2020 – Barron’s
• 50 Advisors to Watch (Over $1B) – 2022 – AdvisorHub
• Five Star Wealth Manager – 2024, 2023-2018 – Five Star Awards
• Forty Under 40 – 2006 – Indianapolis Business Journal

Designations

• CIMA® – Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. CIMA® professionals complete rigorous education on asset allocation, ethics, due diligence, risk measurement, investment policy, and performance management. Individuals who hold the CIMA® designation are required to prove their expertise through recertification every two years.

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 63 – The Series 63 is an exam and license that entitles the holder to solicit orders for any type of security in a particular state. The Series 63 exam covers topics on ethical practices and fiduciary obligations.
• Series 65 – The Series 65 license is a certification for individuals who wish to provide investment advice and analysis to clients. It's administered by FINRA and qualifies individuals as Investment Advisor Representatives (IARs) in states that require this certification. 
• Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.

* Award Disclosures: Results not guaranteed. Individual experience may vary.

Forbes Top 250 Wealth Advisors (2018 - 2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Forbes Best-in-State Wealth Advisors (2018-2024), created by SHOOK Research. Most recently presented in April 2024 based on data provided as of June 2023. No fee was paid to be included in the ranking.

Barron's Top 1,200 U.S Financial Advisors (2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data based on data gathered from January 2021 – December 2021. No fee was paid to be included in the ranking.

Five Star Professional Wealth Manager Award (2018-2024), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.