Kyle Cooper, financial advisor Okemos MI
90 score

Kyle Cooper

CRD Number: 6078781
Current Firm: Eagle Strategies LLC

Kyle Cooper (CRD# 6078781) is an Investment Advisor Representative working at Eagle Strategies LLC in Okemos, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Daly Merritt Financial Services, Inc. Wyandotte, MI Oct 2015 - Current 1
Financial Strategies Group, Inc. Okemos, MI Aug 2014 - Current 2
Nylife Securities LLC Okemos, MI Mar 2013 - Current 3
Eagle Strategies LLC Okemos, MI Mar 2013 - Current 3
Mark Carter Okemos, MI Mar 2013 - Jan 2014 < 1
Unemployed Breckenridge, MI Oct 2012 - Mar 2013 < 1
Edward Jones Ludington, MI Jun 2012 - Oct 2012 < 1
Central Mi Unv. Office Of Scholarships Mt. Pleasant, MI Apr 2011 - Apr 2012 1
Central Mi Unv. Media Services Mt. Pleasant, MI Jun 2008 - Apr 2011 2
Ncg Cinemas Alma, MI Jul 2007 - Feb 2009 1
Unemployed Mt. Pleasant, MI Oct 2006 - Jul 2007 < 1
Lake Of Dreams Campground Merrill, MI Apr 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Kyle Cooper
Phone Number: (888) 695-3245
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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