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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canopy Wealth Management | Middleton, WI | Aug 2018 - Current | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2007 - Aug 2018 | 11 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | May 1988 - Aug 2018 | 30 |
| Northwestern Mutual Life | Milw, WI | Feb 1988 - Aug 2018 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- AZ
- MI
- TX
- WI
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Total Assets Under Management1,280MILLIONS
-
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
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