Cooke Financial Group
Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and institutions. Founded in 1969 by John D. Cooke, the independently owned firm draws on more than a half century of financial stewardship. Led today by Chris Cooke and Brian Cooke, also cofounders of Sanctuary Wealth, their award-winning multigenerational wealth management team combines local knowledge with global scale to build custom investment portfolios guided by objective long-term strategies. In 2018, they became the first Partner Firm of Sanctuary Wealth. Cooke Financial Group Wealth Advisors are consistently recognized for comprehensive investment consulting and wealth management services by leading financial publications including Forbes, SHOOK Research, Barron’s, and AdvisorHub. Most recently Chris and Brian were named 2025 Forbes #1 and #2 Best-In-State Wealth Advisors and 2025 Forbes Top 250 Financial Advisors nationally.** Award Disclosure:(Chris Cooke and Brian Cooke: Forbes Best-In-State Wealth Advisors and Forbes Top 250 Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), created by SHOOK Research. Most recently received in April 2025 based on data gathered from 6/30/23 to 6/30/24. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.)
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Verified contacts
13
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
109
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- TH
Taylor Hall
Director of Marketing · Advertising & Marketing
EmailPhone - CC
Claire Cooke
Wealth Advisor · Finance & Accounting
EmailPhone - AP
Amber Patton
Wealth Management Associate · Finance & Accounting
EmailPhone - KS
Kat Sheffer
Senior Operations Specialist Client Navigator · Operations
EmailPhone - AM
Adrienne Monka
Registered Wealth Associate, Team Lead · Other
EmailPhone - BC
Brian Cooke
Partner - Independent Business Owner · Other
EmailPhone - CC
Chris Cooke
Independent Business Owner of Cooke Financial Group of Sanctuary Wealth Partners · Other
EmailPhone - KM
Kevin McCurdy
Senior Vice President - Wealth Advisor · Finance & Accounting
EmailPhone - JJ
John J Cooke
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Cooke Financial Group
11 distinct titles indexed · top 10 shown.
- 2wealth advisor
- 1client associate
- 1director of marketing
- 1independent business owner of cooke financial group of sanctuary wealth partners
- 1partner - independent business owner
- 1president
- 1registered wealth associate and product analyst
- 1registered wealth associate, team lead
- 1senior operations specialist client navigator
- 1senior vice president - wealth advisor
- +1more titles
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