President/Financial Advisor/Insurance
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.