linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dustin Elliott Brutton

Canopy Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dustin? Claim Your Profile

About Dustin Elliott Brutton

Dustin Brutton is an investment advisor representative registered with Canopy Wealth Management. Dustin has a long career in the financial industry, with experience at Northwestern Mutual Investment Services, LLC. Dustin holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Dustin's areas of specialization include Retirement Planning, College Savings, and Estate Planning. Canopy Wealth Management is a fee-only financial advisory firm, providing customized financial planning and investment management to individuals, families, and businesses.

Firm Information

Dustin Brutton 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dustin Brutton’s Registration & Firm History

WI

10/15/2024 - Present

Canopy Wealth Management (MIDDLETON WI)

AZ

06/23/2008 - 07/15/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Scottsdale AZ)

Not sure if Dustin Elliott Brutton is right for you?

Licenses & Designations

IA

Issued 08/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Elliott Brutton.
Not sure if Dustin Elliott Brutton is right for you?