What departments does Cooke Financial Group have?

Cooke Financial Group has employees across 1 departments including Business.

What is the largest department at Cooke Financial Group?

The largest department at Cooke Financial Group is Business with 1 employees.

Where are Cooke Financial Group employees located globally?

Cooke Financial Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Cooke Financial Group's team size changed over time?

Cooke Financial Group's team has remained stable from approximately 13 to 13 employees based on available data.

Cooke Financial Group Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Cooke Financial Group is an independently owned financial services firm headquartered in Indianapolis, Indiana, focused on wealth management for families and institutions. Founded in 1969 by John D. Cooke, the firm draws on more than five decades of financial stewardship to protect and grow client wealth. Led by cofounders Chris Cooke and Brian Cooke, who also cofounded Sanctuary Wealth, the firm became Sanctuary Wealth's first Partner Firm in 2018 and blends local insight with a global platform to craft customized investment portfolios guided by long-term objectives.

Advisors at Cooke Financial Group have received recognition from major outlets—including Forbes, SHOOK Research, Barron’s, and AdvisorHub—with Chris and Brian Cooke named in Forbes' 2025 rankings as the top two Best-In-State Wealth Advisors and among Forbes Top 250 Financial Advisors nationally. In February 2025, Tammy Williams was promoted to President, marking a notable leadership development for the firm.

Cooke Financial Group Global Highlights

North America
17

United States Of America
17

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Cooke Financial Group's Leadership

B. C.
Partner - Independent Business Owner
Mobile Phone
Email

Cooke Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Cooke Financial Group

Name

Title

Contact Info

Location

Last Update

B. C.
Partner - Independent Business Owner
Mobile Phone
Email
United StatesMassachusetts
Sep 19, 2025

Frequently Asked Questions

What is Cooke Financial Group known for?

Cooke Financial Group was founded in 1969 operates in the Financial Services industry. The company's main headquarters is located in 9340 Priority Way West Drive Indianapolis, Indiana 46240 United States. Explore Cooke Financial Group's company overview page for more information.

What is Cooke Financial Group's most common email format?

Cooke Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cooke Financial Group email formats with LeadIQ.

How many employees does Cooke Financial Group have currently?

Cooke Financial Group has approximately 18 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Cooke Financial Group's key employees and leadership?

As of June 2026, Cooke Financial Group's key employees include:

Partner - Independent Business Owner: B. C.

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Cooke Financial Group Employee Directory

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