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Financial ADVSR advisor directory · SEC adviser records

Canopy Wealth Management financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Canopy Wealth Management office in Wisconsin, by city and A to Z.

The short answer

8 registered advisors work at Canopy Wealth Management in Wisconsin, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Middleton (8). 2 list the CFP designation and 0 are also registered broker representatives.

Canopy Wealth Management advisors by city in Wisconsin

Every firm in Wisconsin →

Middleton 8

Canopy Wealth Management advisors in Wisconsin, A to Z

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Canopy Wealth Management advisors in every state →Canopy Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Canopy Wealth Management financial advisors are in Wisconsin?

8 investment adviser representatives are registered at Canopy Wealth Management offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Canopy Wealth Management have the most advisors?

Middleton, with 8. Canopy Wealth Management has advisors in 1 city in Wisconsin.

How do I check a Canopy Wealth Management advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Canopy Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.