Kyle
Cooper

Financial Strategies Group, Inc

CRD#6078781
Investment Advisor
in Okemos, MI

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About this Advisor

Kyle Cooper is a certified financial planner and chartered financial consultant based out of Okemos, Michigan, with 6 years of relevant experience. Cooper is an advisor for Financial Strategies Group, Inc. Over the course of their career, they have held roles at Mark Carter, Nylife Securities LLC, Eagle Strategies LLC, Daly Merritt Financial Services, Inc and Financial Strategies Group, Inc. Cooper has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Financial Strategies Group, Inc is a registered investment company headquartered in Okemos, MI. The company has offices in two locations and a total of 21 financial advisors. It administers $387 million in assets across its 3,097 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 3,097 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets. Financial Strategies Group, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on the type of services. Fees billed by Financial Strategies Group, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2270 Jolly Oak Rd., Suite 2
Okemos, MI 48864

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Financial Strategies Group, Inc Brokerage Details

Total Assets Under Management

$387,308,751

MI Average: $943,424,332
Total Number of Employees

21

MI Average: 21
Total Number of Accounts

3,097

MI Average: 1,586
Average Account Size

$125,059

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kyle Cooper Work History

Kyle has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Financial Strategies Group, Inc

2015 - 2017 (2 years)

Daly Merritt Financial Services, Inc

2013 - 2014 (1 year)

Mark Carter

2013 - 2017 (4 years)

Nylife Securities LLC

2013 - 2017 (4 years)

Eagle Strategies LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Strategies Group, Inc

Kyle Cooper
Okemos, MI
Justin Meyer
Okemos, MI
Brice Carter
Okemos, MI
Brittany Culver
Okemos, MI
Kristin Prieur
Okemos, MI
Brandon Carter
Okemos, MI
Mark Carter
Okemos, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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