Canopy Wealth Management Management Team
Contact top employees from
Canopy Wealth Management
Summary
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm pro...Show more
Organization Website | canopy-wealth.com |
Social Links |   |
Phone Number | (800) 210-6203 |
Industries | |
Headquarters Location | 8215 Greenway Blvd, Middleton, Wisconsin, 53562 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Estate Planning, Tax Sensitive Financial Planning, Portfolio Management, Retirement Plan Services |
Founded | 2018 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Canopy Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years19% for 3–4 years56% for 5–7 years6% for 8–10 yearsContact top employees from
Canopy Wealth Management
Rachel Peterson
Intern
Fritz Moosherr
Wealth Advisor
Ernie Moosherr
Founder & Wealth Advisor
Mark Buchanan
Chief Operating Officer / Chief Compliance Officer
Brian Kopp
Wealth Management Advisor
Eric Raether
Wealth Advisor
Alex Mitchell
Wealth Advisor
Melodie Ace
Director of Operations
Devan Moosherr
Client Relationship Manager
Christine Petras
Director Of Client Services
Trent Hinton
Associate Wealth Advisor
Jolie LaBarre
Communications Manager
Nikolas Senkowski
Investment Operations and Client Service Associate
Kevin Mazur
Director Of Operations
Reyn Eichenlaub
Wealth Advisor
David Muehl
Wealth Advisor
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FAQ
Canopy Wealth Management operates in the Finance industries. More details can be found on the official website: canopy-wealth.com.
The headquarters of Canopy Wealth Management are located in Middleton, United States.
You can contact Canopy Wealth Management by phone at (800) 210-6203.
Canopy Wealth Management currently employs 10-50 people.
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