STATE LICENSES
Where we’re licensed to serve clients.
View the states where our advisors are licensed to provide investment advisory services.
Licensed to serve clients across the U.S.
At Cooke Financial Group, our award winning wealth management team is grateful to help wonderful clients all over the country. With licenses in more than 30 states, we’re here to offer friendly financial guidance to individuals, families, and organizations nationwide.
We're currently licensed in the following states.
From Indiana to the Midwest and beyond, we deliver the same personalized strategies to help you protect, grow, and transfer your wealth with confidence.
- Alabama
- Alaska
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Florida
- Georgia
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Nevada
- New Jersey
- New Mexico
- New York
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- Washington
- Wisconsin
- Wyoming
We can still help you if you don't see your state.
If your state isn’t listed, we can obtain the necessary state license to serve you. We regularly add new state licenses as we grow.
Locally rooted. Nationally recognized.
Headquartered in Indianapolis, Indiana, our team is recognized through national and regional industry awards.
America's Top 250 Wealth Advisors
Recognized nationally and regionally, including multi-year rankings for Best-In-State Wealth Advisors, Top Women Wealth Advisors Best-In-State, and Top Next-Gen Wealth Advisors Best-In-State.
Top 1500 Financial Advisors
Recognized as a multi-year national recipient, maintaining consecutive annual rankings that reflect sustained institutional scale, asset growth, and dedication to client fiduciary standards.
200 Advisors to Watch (Over $1 B)
Recognized on national lists for elite scale and momentum, highlighting the firm’s multi-year distinctions for major asset growth and prominent inclusion in the 200 Women Advisors to Watch category.
Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.
Chris Cooke and Brian Cooke (2018-2026): Forbes America's Top 250 Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2026): Barron's Top 1500 Financial Advisors, created by Barron's. Presented in March 2026 based on data provided as of 09/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Chris Cooke and Brian Cooke (2010-2016 and 2021-2025), John D. Cooke (2009): Barron's Top 1200 Financial Advisors, created by Barron's. Most recently presented in March 2025 based on data provided as of 09/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.
Tammy Williams (2025-2026): Forbes Top Women Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2026): AdvisorHub 200 Women Advisors to Watch (2026), created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2024-2025): AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.
Chris Cooke and Brian Cooke (2025-2026): AdvisorHub 250 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Chris Cooke (2024): AdvisorHub 150 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2023): AdvisorHub 100 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.
Brian Cooke (2022): AdvisorHub 50 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.
Tammy Williams (2024-2025): Forbes Top Next-Gen Wealth Advisors Best-In-State (2024-2025), created by SHOOK Research. Most recently presented in August 2025 based on data gathered from 03/30/2024 to 03/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2023-2025): Forbes America's Top RIA Firms, created by SHOOK Research. Most recently presented in October 2025 based on data gathered from 03/31/2024 to 03/31/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Indianapolis, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Carmel, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Cooke Financial Group (2022-2026): Expertise.com Best Financial Advisors in Fishers, created by Expertise.com. Most recently presented in January 2026 based on data gathered as of 08/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.
Chris Cooke, Brian Cooke, Lisa Grimes, and Kevin McCurdy (2012-2016 and 2018-2025), Tammy Williams (2022-2025): Five Star Professional Five Star Wealth Manager Award, created by Five Star Professional. Most recently presented in September 2025 based on data gathered from 11/2024 to 05/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.
John D. Cooke (2004): Barron's America's 100 Top Brokers, created by Barron's. Presented in 2004 based on data provided as of 2004. No fee was paid to be included in the ranking or to hold out in marketing materials.
Cooke Financial Group (2005): Research Magazine #1 Family Team in America, created by Research Magazine. Presented in 2008 based on data provided as of 2008. No fee was paid to be included in the ranking or to hold out in marketing materials.
Confidence in every market cycle. Comfort in every conversation.
Whether you’re planning for today or the future, we help you make decisions with clarity and confidence.