Mike Butler is the Chairman and Chief Executive Officer of Cooper Financial Services, Inc., a federally registered investment advisory firm, and the President and Principal of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC. Mike has been providing comprehensive financial planning and investment advisory services to individuals and small businesses for over 30 years. Cooper Financial Services specializes in individual and family wealth management, investment, education, retirement, tax and estate planning services, insurance, and inter-generational wealth transition strategy.
Mike is a Registered Securities Principal, Registered Investment Advisor, Chief Compliance Officer, and Financial Operations Principal for the Firm. In addition, Cooper Financial Services is an appointed agent for Annuities (Fixed, Variable and Indexed), Life and Health insurance, and Long-Term Care insurance with top-rated Insurance carriers throughout the USA. Mike is a member of the Chartered Financial Analysts Institute (CFA) and member of the local CFA Society of Hartford, CT.
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
CFS Securities, Inc.