wiseradvisor

Kyle Cooper, CFP® ChFC®
Financial Strategies Group, Inc.

Tel: (517) 347-4337
2270 Jolly Oak Road
Suite 2
Okemos, MI 48864

"Your Trusted Advisors"

Financial Strategies Group, Inc. | Financial Advisor in Okemos ,MI

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
Number of Years with Current Firm:   7
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets


Education

Bachelor of Science in Business Administration - Personal Financial Planning  Central Michigan University
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Kyle Cooper, CFP® ChFC®

Kyle Cooper, CFP® ChFC®

CERTIFIED FINANCIAL PLANNER™ Certificant, ChFC®

Kyle has been with the Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar's "Success is when hard work meets opportunity". Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant designations.

Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.

My Team

Brandon Carter, CFP(R), ChFC(R),
Brandon Carter, CFP(R), ChFC(R), Financial Advisor
Brandon has been a hard working and loyal member of the Financial Strategies Group team since 2007. Brandon attended Central Michigan University and was a part of their top 10 wrestling team as a four year starter. He earned NWCA Academic All-American Honors and graduated with a Bachelors degree in Applied Arts and majored in Entrepreneurship with a minor in Finance. Brandon has also earned a Masters of Science degree in Financial Services from The American College of Financial ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Bath Dewitt
Dimondale East Lansing
Eaton Rapids Fowlerville
Grand Ledge Haslett
Holt Lansing
Mason Saint Johns
Williamston Okemos

Social Networks

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