Kyle R. Cooper

FINANCIAL STRATEGIES GROUP,

Okemos, MI 48864

Some features on this profile are disabled

CRD#: 6078781

Professional summary

Kyle Robert Cooper, CFP®, ChFC®, who also goes by Kyle Cooper, is a registered financial advisor currently at FINANCIAL STRATEGIES GROUP, INC located in Okemos, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Cooper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

08/01/2021 - Present Cooper Financial LLC. 100% owner and Managing Member. Not investment related - 5% or less of time here month is spent on this activity. Personal LLC for business and tax purposes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Robert Cooper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

ChFC^®

Chartered Financial Consultant

Experience

Current

September 7, 2017 - Present

FINANCIAL STRATEGIES GROUP, INC

Office #1: 2270 Jolly Oak Rd., Suite 2, Okemos, MI 48864

RIA

CRD#: 289054

Okemos, MI

Past

March 22, 2013 - September 6, 2017

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

OKEMOS, MI

Past

March 12, 2013 - September 6, 2017

NYLIFE SECURITIES LLC

CRD#: 5167

SWARTZ CREEK, MI

Past

October 2, 2012 - November 5, 2012

EDWARD JONES

RIA

CRD#: 250

LUDINGTON, MI

Past

July 19, 2012 - November 5, 2012

EDWARD JONES

CRD#: 250

LUDINGTON, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL STRATEGIES GROUP, INC

FINANCIAL STRATEGIES GROUP, INC | FINANCIAL STRATEGIES GROUP, LLC | FINANCIAL STRATEGIES GROUP, INC.

CRD#: 289054 / SEC#: 801-110898

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/7/2017)

IAR

Texas
(7/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2012

General Securities Representative Examination

Current Firm

FINANCIAL STRATEGIES GROUP, INC

FINANCIAL STRATEGIES GROUP, INC | FINANCIAL STRATEGIES GROUP, LLC | FINANCIAL STRATEGIES GROUP, INC.

CRD#: 289054 / SEC#: 801-110898

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(800) 804-0420

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts	3,170
AUM (Assets Under Management)	$ 550,090,756

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Steven Boorstein

ROCKCREST FINANCIAL LLC

IAR

Somers Point, NJ

Allan Wiltshire

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Athens, GA

Larry Knisley

OSAIC WEALTH, INC.

IAR

Portland, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle R. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Robert Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FINANCIAL STRATEGIES GROUP, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2012

SIE

Date: 9/6/2017

Series 7

Date: 7/18/2012

Current Firm

FINANCIAL STRATEGIES GROUP, INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL STRATEGIES GROUP, INC

TRUST BUT VERIFY

Similar Advisors