Drew
Kootman

Canopy Wealth Management

CRD#6016341
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Drew Kootman is a chartered financial analyst based out of Scottsdale, Arizona, with 1 year of relevant experience. Kootman is an employee of Canopy Wealth Management. Throughout their career, Kootman has worked at Northwestern Mutual, Dk Capital, LLC, Ben Miller, Northwestern Mutual Wealth Management Company, Cantor Fitzgerald, Boston Research And Management, Ra Capital, Bainco International Investors, Cerity Partners, Graduation School At Boston College and Canopy Wealth Management. Kootman has Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to operate in Arizona. Canopy Wealth Management is a financial advisory business based in Middleton, WI. The investment advisory business has offices in two locations and a total of 22 financial advisors. It has $1 billion in assets across its 3,596 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 3,596 client accounts, 38% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Canopy Wealth Management most likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7659 E Pinnacle Peak Road Suite 100
Scottsdale, AZ 85255

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Canopy Wealth Management Brokerage Details

Total Assets Under Management

$1,075,968,949

AZ Average: $2,826,565,184
Total Number of Employees

22

AZ Average: 43
Total Number of Accounts

3,596

AZ Average: 1,898
Average Account Size

$299,213

AZ Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Drew Kootman Work History

Drew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Canopy Wealth Management

2011 - Present (13 years)

Dk Capital, LLC

2021 - 2022 (1 year)

Cerity Partners

2020 - 2021 (1 year)

Bainco International Investors

2017 - 2020 (3 years)

Cantor Fitzgerald

2016 - 2017 (1 year)

Boston Research And Management

2016 - 2017 (1 year)

Ra Capital

2015 - 2017 (2 years)

Graduation School At Boston College

2012 - 2015 (3 years)

Northwestern Mutual

2012 - 2015 (3 years)

Ben Miller

2012 - 2015 (3 years)

Northwestern Mutual Wealth Management Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Drew Kootman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Canopy Wealth Management

Kelly Meyer
Middleton, WI
Mark Buchanan
Scottsdale, AZ
Drew Kootman
Scottsdale, AZ
Scott Conwell
Middleton, WI
Johnathon Campion
Scottsdale, AZ
David Muehl
Middleton, WI
Melodie Ace
Middleton, WI
Reyn Eichenlaub
Birmingham, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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