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Eric David Raether

Canopy Wealth Management

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About Eric David Raether

Eric Raether is a financial advisor with Canopy Wealth Management. Eric has been in the industry since 1992. Eric is registered with the state of Wisconsin, Texas, and Michigan. Eric holds the Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner. Eric specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Publication of Periodicals.

Firm Information

Eric Raether 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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Eric Raether’s Registration & Firm History

WI

10/15/2024 - Present

Canopy Wealth Management (MIDDLETON WI)

WI

06/20/1994 - 08/15/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Middleton WI)

WI

06/20/1994 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 05/09/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Eric David Raether. Review regulatory record here.
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