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Drew Louis Kootman

Canopy Wealth Management

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About Drew Louis Kootman

Drew Kootman is a financial advisor at Canopy Wealth Management, located in Scottsdale, AZ. Drew has been in the industry for more than 10 years, and has a strong background in investment management. Drew has a Series 7, 63, and 66 license, as well as a Chartered Financial Analyst designation. Drew is also a registered investment advisor in Arizona. Drew's specialties include investment management, financial planning, retirement planning, and estate planning. Drew also provides services to charitable organizations, individuals, and pension and profit-sharing plans. In addition to Canopy Wealth Management, Drew also works for Petrichor Asset Management LLC.

Firm Information

Drew Kootman 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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Drew Kootman’s Registration & Firm History

AZ

03/14/2022 - Present

Canopy Wealth Management (SCOTTSDALE AZ)

MA

10/06/2017 - 06/10/2020

CANTOR FITZGERALD & CO. (BOSTON MA)

AZ

02/08/2012 - 06/09/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Drew Louis Kootman.
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