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 18 states (or territories).

Current Firm Details
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562
https://www.facebook.com/canopywealth/
By the Numbers
  • Total Assets Under Management
    1,280
    MILLION
  • Total Number of Accounts
    3,843
    ACCOUNTS
  • Average Account Value
    $333,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, IL, IN, MD, MI, MN, NE, NY, OH, PA, SC, TX, VA, WI

Financial Advisors at Canopy Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Dustin Brutton, financial advisor Middleton WI
Dustin E. Brutton
CRD#: 5411846
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562

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.

2
Brian Kopp, financial advisor Middleton WI
Brian J. Kopp
CRD#: 5056514
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562

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.

3
Joseph Mayone, financial advisor Southfield MI
Joseph Mayone
CRD#: 6413540
25200 Telegraph Road, Suite 425, Southfield, MI 48033

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.

4
Ernest Moosherr, financial advisor Southfield MI
Ernest P. Moosherr
CRD#: 1698046
25200 Telegraph Road, Suite 425, Southfield, MI 48033

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.

5
David Muehl, financial advisor Middleton WI
David M. Muehl
CRD#: 4375044
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562

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.

6
Eric Raether, financial advisor Middleton WI
Eric D. Raether
CRD#: 2480237
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562

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.

7
Chad Wing, financial advisor Scottsdale AZ
Chad F. Wing
CRD#: 4190709
7659 Pinnacle Peak Road, Suite 100, Scottsdale, AZ 85255

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.

8
Mark Buchanan, financial advisor Scottsdale AZ
Mark G. Buchanan
CRD#: 6429435
7659 E. Pinnacle Peak Road, Suite 100, Scottsdale, AZ 85255

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.

9
Johnathon Campion, financial advisor Scottsdale AZ
Johnathon J. Campion
CRD#: 6809387
7659 E. Pinnacle Peak Road, Suite 100, Scottsdale, AZ 85255

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.

10
Reyn Eichenlaub, financial advisor Birmingham MI
Reyn Eichenlaub
CRD#: 7548176
380 N Old Woodward Ave, Suite 290, Birmingham, MI 48009

Reyn Eichenlaub (CRD# 7548176) is an Investment Advisor Representative working at Canopy Wealth Management in Birmingham, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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