Canopy Wealth Management
Canopy Wealth Management (CRD# 297717) is a financial advisory firm headquartered in Middleton, WI. They manage $1,280,096,449 in 3,843 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,280MILLION
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Total Number of Accounts3,843ACCOUNTS
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Average Account Value$333,098
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, IL, IN, MD, MI, MN, NE, NY, OH, PA, SC, TX, UT, VA, WI
Dustin Brutton (CRD# 5411846) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 15 years of experience in the finance industry.
Brian Kopp (CRD# 5056514) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 17 years of experience in the finance industry.
Joseph Mayone (CRD# 6413540) is an Investment Advisor Representative working at Canopy Wealth Management in Southfield, MI and has over 6 years of experience in the finance industry.
Ernest Moosherr (CRD# 1698046) is an Investment Advisor Representative working at Canopy Wealth Management in Southfield, MI and has over 35 years of experience in the finance industry.
David Muehl (CRD# 4375044) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 21 years of experience in the finance industry.
Eric Raether (CRD# 2480237) is an Investment Advisor Representative working at Canopy Wealth Management in Middleton, WI and has over 29 years of experience in the finance industry.
Chad Wing (CRD# 4190709) is an Investment Advisor Representative working at Canopy Wealth Management in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Mark Buchanan (CRD# 6429435) is an Investment Advisor Representative working at Canopy Wealth Management in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Johnathon Campion (CRD# 6809387) is an Investment Advisor Representative working at Canopy Wealth Management in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Reyn Eichenlaub (CRD# 7548176) is an Investment Advisor Representative working at Canopy Wealth Management in Birmingham, MI and has over 2 years of experience in the finance industry.