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Kyle Cooper, CFP® ChFC®

Financial Strategies Group, Inc.

2270 Jolly Oak Road
Suite 2

Okemos, MI 48864
(517) 3474337

"Your Trusted Advisors"

About Financial Strategies Group, Inc.

At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 4 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 4 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.

General Information

No.of Employees

10-19

CRD#

6078781

Firm CRD#

289054

Years of Experience in Financial Services

7

Number of Years with Current Firm

7

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Long Term Care

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Science in Business Administration - Personal Financial Planning

Central Michigan University
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