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David Michael Muehl

Canopy Wealth Management

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About David Michael Muehl

David Muehl is a financial advisor associated with Canopy Wealth Management in MIDDLETON, WI. David has been in the financial industry for more than 20 years. David's past experience includes working at Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David offers financial planning, pension consulting and portfolio management services. David also has experience with education seminars and the publication of periodicals.

Firm Information

David Muehl 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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David Muehl’s Registration & Firm History

WI

10/21/2024 - Present

Canopy Wealth Management (MIDDLETON WI)

WI

02/04/2011 - 08/16/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Middleton WI)

WI

04/18/2001 - 01/13/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)

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Licenses & Designations

BOTH

Issued 11/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Muehl.
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