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Joseph Mayone

Canopy Wealth Management

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About Joseph Mayone

Joseph Mayone is a financial advisor with Canopy Wealth Management and holds the Certified Financial Planner designation. Joseph has been in the industry for over 10 years and has experience with individuals, families, businesses, and charities. Joseph is registered with the state of Michigan and Texas. Canopy Wealth Management is a registered investment advisor based in Middleton, Wisconsin, with approximately $1.47 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management, and educational seminars to a diverse clientele.

Firm Information

Joseph Mayone 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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Joseph Mayone’s Registration & Firm History

WI

10/08/2018 - Present

Canopy Wealth Management (MIDDLETON WI)

MI

12/12/2017 - 08/20/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

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Licenses & Designations

IA

Issued 10/08/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Mayone.
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