Kyle William Stits
Investment adviser representative at Cooper Capital Group
12 yearsExperience
1 stateRegistered in
$282.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentSep 2021 to now
- Cooper Capital GroupJan 2020 to now
- Cooper Capital Advisors, LLCSep 2019 to now
- Northwestern Mutual Wealth Management CompanyApr 2019 to Sep 2019
- Clinton W CooperJan 2019 to Sep 2019
- Northwestern Mutual Wealth Management CompanyMay 2016 to Jan 2019
- Northwestern Mutual Life Insurance CompanyMay 2014 to Jan 2019
- Northwestern Mutual Investment Services LLCFeb 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cooper Capital Group
Legal name: Cooper Capital Advisors, LLC
$282.9MAssets managed
208Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6295677
- Firm CRD
- 305121