Kyle Cooper, financial advisor Okemos MI
96 score

Kyle Cooper

CRD Number: 6078781
Current Firm: Financial Strategies Group, Inc.

Kyle Cooper (CRD# 6078781) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 5 years of experience in the finance industry. Kyle Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Strategies Group, Inc. Okemos, MI Sep 2017 - Current < 1
Nylife Securities LLC Okemos, MI Mar 2013 - Sep 2017 4
Eagle Strategies LLC Okemos, MI Mar 2013 - Sep 2017 4
Daly Merritt Financial Services, Inc. Wyandotte, MI Oct 2015 - Mar 2017 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Kyle R. Cooper
Phone Number: (517) 347-4337
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $155,362
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, MI, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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