Mike Butler is the Chairman and Chief Executive Officer of Cooper Financial Services, Incorporated, a federally Registered Investment Advisory firm, and the President and Principal of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC. With over 30 years of experience in the financial services industry, Mike has established himself as a trusted authority in comprehensive financial planning and investment strategy.
As the head of the firm’s Investment Policy Committee, Mike leads a team of seasoned professionals in designing and overseeing the sophisticated investment strategies that drive client success. His extensive expertise in portfolio management, risk analysis, and market trends ensures that every decision made by the committee is informed, precise, and aligned with clients’ long-term goals. Mike’s hands-on approach and deep analytical insight have been instrumental in positioning Cooper Financial as a leader in personalized, research-driven financial services.
Cooper Financial specializes in individual and family wealth management, investment, education, retirement, tax and estate planning services, insurance, and inter-generational wealth transition strategies. As a Registered Securities Principal, Registered Investment Advisor, Chief Compliance Officer, and Financial Operations Principal, Mike is actively involved in maintaining the firm’s high standards of compliance, operational excellence, and fiduciary responsibility.
Mike’s leadership within the Investment Policy Committee ensures that clients benefit from disciplined, forward-thinking strategies that adapt to market dynamics while staying focused on their financial objectives.
Mike is a member of the Chartered Financial Analysts (CFA) Institute and the local CFA Society of Hartford, CT, further demonstrating his commitment to maintaining the highest standards of professionalism and expertise in the financial industry.
Mike and his wife, Michele, have three children and reside in Orange, CT.
Registrations, Licenses, Certifications & Affiliations:
FINRA Series 6 (Securities Representative), 26 (Securities Principal), 65 (Uniform Investment Advisor Law Exam), 63 (State Law), Insurance (Life, Health and Accident, Long Term Care, Variable Life and Variable Annuity), Chief Financial Advisor, Chief Compliance Officer, and Financial Operations Officer.
Designations & Certifications:
National Chartered Financial Analyst (CFA) Member, CFA Society of Hartford.
Broker-Dealer Affiliation:
CFS Securities, Inc., a Member of FINRA/SIPC.
Michael J. Butler
President/Financial Advisor/Insurance
At Cooper Financial Services, our success is measured by the trust and confidence our clients place in us.
What Our Clients Say
"As a Cooper Financial Services client for over 25 years, I have benefited enormously from the team's expert investment knowledge and tools. My portfolio performance has exceeded my expectations under all market conditions over those years. Cooper Financial Services understands my needs, is flexible, collaborative with all decisions and offers me peace of mind year in and year out. I have recommended Cooper Financial to my family and friends with utmost confidence."
Pat
FL
"We have been at Cooper Financial for 30 years and consider the firm part of our family. The entire team are absolutely the best and their advice over the years has allowed us to retire comfortably as planned. Cooper Financial has always been rock solid in their guidance through all the market ups and downs. Our routine calls with our advisor and the team are always informative and enjoyable and we are eternally grateful to everyone for their help during our journey."
Mark
MA
"My husband and I were recommended to Cooper Financial Services by close friends who are satisfied longstanding clients. The team has been great to work with. They have been kind and patient in explaining good plans for us at this stage of our lives, respecting our preferences in investment areas, and our risk tolerances. We also encouraged our daughter and her husband to begin working with them to organize a sound plan for their own financial future, and I can't think of a more meaningful recommendation than that."
Gail and Michael
CT
"About 15 years ago a friend suggested we call Cooper Financial Services after we had expressed concerns about our finances and investments. I'm happy to say that we've been working with the team since then. Initially they helped us simplify and re-align our portfolio after carefully analyzing our needs and concerns. This included help with 401ks, IRAs, and pensions, among other investment types. After a short while, due to health reasons, I had to retire earlier than expected. Our advisor gave us the tools and confidence to seamlessly make this major transition. Cooper Financial Services is always available to meet in person, online, or over the phone and they make sure all our concerns are addressed."
Andy
CT
"Over many years, one of my biggest concerns was if I would be able to afford to retire comfortably at a certain age. With the team’s financial guidance, I was easily able to retire sooner than originally planned. Cooper Financial continues to monitor my funds and eases my concerns so that I can continue to enjoy retirement and not stress about it."
Barbara
CT
"My advisor and the team at Cooper Financial Services are very knowledgeable, friendly, and trustworthy. I have been a client for many years and my money has flourished under their guidance. I have recommended friends and family to them, and it has always been a positive experience."
Elaine
CT
