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Mark Gregory Buchanan

Canopy Wealth Management

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About Mark Gregory Buchanan

Mark Gregory Buchanan is a financial advisor with Canopy Wealth Management. Mark has been in the financial services industry since 2016. Mark has been with Canopy Wealth Management since June 2021. Mark holds the Series 7, 9, 10, 63, and SIE licenses. Mark is also a Certified Financial Planner. Mark specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Mark is registered to provide investment advice in Arizona, Michigan, Texas, and Wisconsin.

Firm Information

Mark Buchanan 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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Mark Buchanan’s Registration & Firm History

AZ

03/13/2024 - Present

Canopy Wealth Management (SCOTTSDALE AZ)

AZ

03/14/2016 - 07/19/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 04/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/10/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/10/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Gregory Buchanan.
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