linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Elizabeth Meyer

Canopy Wealth Management

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

About Kelly Elizabeth Meyer

Kelly Elizabeth Meyer is an investment advisor representative at Canopy Wealth Management. Kelly has been in the industry since 2014. Kelly is registered in Arizona. Prior to joining Canopy Wealth Management, Kelly was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kelly holds a Series 63 and a Series 66 license, as well as a Series 7 license and a SIE designation. Kelly specializes in serving high-net-worth individuals, charitable organizations, and corporations. Kelly also has experience in working with pension and profit-sharing plans. Canopy Wealth Management is a firm based in Middleton, WI. The firm provides a wide range of financial services, including financial planning, portfolio management, and educational seminars.

Firm Information

Kelly Meyer 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.

Kelly Meyer’s Registration & Firm History

WI

04/06/2022 - Present

Canopy Wealth Management (MIDDLETON WI)

AZ

05/29/2014 - 03/04/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

Not sure if Kelly Elizabeth Meyer is right for you?

Licenses & Designations

BOTH

Issued 10/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Elizabeth Meyer.
Not sure if Kelly Elizabeth Meyer is right for you?