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Kyle Cooper

Principal at Financial Strategies Group in Okemos, MI

Investment adviser registrationUpdated

Kyle Cooper is Principal of Financial Strategies Group, Inc, an investment adviser managing $677M, and works from its Okemos, MI office. Kyle Cooper has been registered as an investment adviser representative through Financial Strategies Group since 7 September 2017, has 13 years in the industry across 3 firms and has passed the Series 7 and Series 66.

13
Years in industry
9
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kyle Cooper has been Principal of Financial Strategies Group since January 2026, is not listed as a control person, but directly owns between 10% and 25% of the firm.

Financial Strategies Group, Inc is an Okemos, MI firm with $677M under management, 1,284 clients and 7 advisers across 2 offices, as of its March 2026 filing.

Kyle Cooper’s longest registration is the current one, 9 years at Financial Strategies Group since 2017. Before joining Financial Strategies Group in 2017, Kyle Cooper was registered through Eagle Strategies LLC and Edward Jones.

  1. – present · 9 years
    Okemos, MI · Adviser representative · Firm CRD 289054
  2. Eagle Strategies LLC
    – · 4 years
    Okemos, MI · Adviser representative · Firm CRD 110826
  3. Edward Jones
    – · under a year
    Ludington, MI · Adviser representative · Firm CRD 250

Credentials and registrations

Investment adviser representative registrations

Kyle Cooper is registered as an investment adviser representative in 2 states. The first approvals date from September 2017; the most recent is Texas, in July 2025.

  • MichiganSince 7 September 2017
  • TexasSince 11 July 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 663 August 2012
Name
Uniform Combined State Law Examination
Series 718 July 2012
Name
General Securities Representative Examination

Key facts

Full name
Kyle Robert Cooper
CRD
6078781
Firm
Financial Strategies Group · CRD 289054
Role
Principal
Office
2270 Jolly Oak Rd., Suite 2, Okemos, MI 48864
Registration
Investment adviser registration
In the industry since
November 2012
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kyle Cooper work?

Kyle Cooper has been Principal of Financial Strategies Group, Inc since January 2026.

Source: Form ADV, Schedule A, filed 25 March 2026

Is Kyle Cooper a financial advisor?

Yes. Kyle Cooper has a current investment-adviser registration in Michigan and Texas, through Financial Strategies Group since September 2017.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kyle Cooper have?

Kyle Cooper has 13 years in the financial industry, since November 2012, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Kyle Cooper passed?

Kyle Cooper has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2012. FINRA credited Kyle Cooper with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Kyle Cooper work before Financial Strategies Group?

Before Financial Strategies Group, Kyle Cooper was registered through Eagle Strategies LLC, March 2013 to September 2017; Edward Jones, October 2012 to November 2012.

Source: IAPD individual record, checked 22 October 2026

Where is Kyle Cooper based?

Kyle Cooper’s registered office is in Okemos, MI.

Source: IAPD individual record, checked 22 October 2026

Is Kyle Cooper registered with FINRA?

No. Kyle Cooper has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kyle Cooper’s record?

Search CRD 6078781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Cooper’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Strategies Group

Sources

  1. IAPD individual record, CRD 6078781, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Strategies Group, Inc, filed 25 March 2026. Title, control and ownership bands.