Financial ADVSR advisor directory · SEC adviser records
Canopy Wealth Management financial advisors in Middleton, WI
Every SEC-registered investment adviser representative at a Canopy Wealth Management office in Middleton, A to Z.
8 registered advisors work at Canopy Wealth Management in Middleton, out of 10 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Canopy Wealth Management advisors in Middleton, A to Z
Every Canopy Wealth Management advisor →- Melodie K. AceChartered Financial Consultant
- Mark G. BuchananCertified Financial Planner
- Trent J. HintonInvestment adviser rep
- Brian J. KoppInvestment adviser rep
- Ernest P. MoosherrChartered Financial Consultant
- Ernest D. MoosherrInvestment adviser rep
- David M. MuehlInvestment adviser rep
- Eric D. RaetherCertified Financial Planner
Canopy Wealth Management advisors in every city and state →Canopy Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Canopy Wealth Management advisors in other cities
Other firms in Middleton
All Middleton advisors →Morgan Stanley 30Ameriprise Financial Services, LLC 18Savant Wealth Management 14Strategic Advisers LLC 13Jacobson & Schmitt Advisors, LLC 10LPL Financial LLC 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Edward Jones 5Milestone Investment Advisors, LLC 5Googins Advisors, Inc. 4
Questions
How many financial advisors does Canopy Wealth Management have in Middleton?
8 investment adviser representatives are registered at Canopy Wealth Management offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Canopy Wealth Management one of the largest advisor employers in Middleton?
Canopy Wealth Management ranks number 6 in Middleton by registered advisors; Morgan Stanley has the most, with 30.
How do I check a Canopy Wealth Management advisor in Middleton?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.