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Ernest Patrick Moosherr

Canopy Wealth Management

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About Ernest Patrick Moosherr

Ernest Moosherr is a financial advisor with Canopy Wealth Management. Ernest has over 30 years of experience in the financial services industry. Ernest is a Chartered Financial Consultant and holds the Series 7, 8, 63 and 65 licenses. Ernest has experience working with individual investors, families, businesses, and charitable organizations. Ernest’s focus is on financial planning and portfolio management. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Ernest Moosherr 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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Ernest Moosherr’s Registration & Firm History

WI

08/17/2018 - Present

Canopy Wealth Management (MIDDLETON WI)

MI

06/17/1988 - 08/20/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

WI

02/19/1988 - 01/01/2002

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

NA

11/04/1987 - 02/26/1988

CHESAPEAKE SECURITIES RESEARCH CORPORATION

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Licenses & Designations

IA

Issued 12/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ernest Patrick Moosherr.
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