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Brian James Kopp

Canopy Wealth Management

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About Brian James Kopp

Brian Kopp is an investment advisor representative with Canopy Wealth Management and has been in the industry since September 2006. Brian has held positions with CUNA BROKERAGE SERVICES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Brian's qualifications include passing the Series 6, 7, 63 and 66 exams. Brian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Brian Kopp is currently registered with Canopy Wealth Management. Canopy Wealth Management is an investment advisory firm based in Middleton, Wisconsin. They specialize in providing financial planning, portfolio management, and educational seminars for individuals, families, and businesses. They are also registered to provide pension consulting services. Canopy Wealth Management manages over $1.47 billion in assets for a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
Canopy Wealth Management

8215 GREENWAY BOULEVARD

MIDDLETON, WI 53562

$1.47B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Kopp’s Registration & Firm History

WI

01/01/2025 - Present

Canopy Wealth Management (MIDDLETON WI)

WI

09/25/2009 - 02/04/2022

CUNA BROKERAGE SERVICES, INC. (MADISON WI)

WI

09/01/2006 - 09/21/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

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Licenses & Designations

BOTH

Issued 05/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/31/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Kopp.
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