Johnathon
Campion
Canopy Wealth Management
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About this Advisor
Johnathon Campion is a financial advisor based out of Scottsdale, Arizona who has 2 years of industry experience. Campion is an advisor for Canopy Wealth Management. Over the course of their career, Campion has held roles at Northwestern Mutual Investment Services LLC, Student and Canopy Wealth Management. Campion has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Illinois, Indiana, Maryland, Michigan, Minnesota, Nebraska, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Wisconsin. Canopy Wealth Management is a registered investment firm that has its headquarters in Middleton, WI. The company has offices in two locations and a total of 22 employees. It administers $1 billion in assets under management between its 3,596 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 3,596 customer accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in assets. Canopy Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees charged by Canopy Wealth Management most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canopy Wealth Management Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,075,968,949
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
22
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3,596
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$299,213
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
Johnathon Campion Work History
Johnathon has been registered as a financial advisor for 2 years.*
Canopy Wealth Management
Canopy Wealth Management
Northwestern Mutual Investment Services LLC
Student
*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 Johnathon Campion 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
Middleton, WI
Scottsdale, AZ
Middleton, WI
Middleton, WI
Scottsdale, AZ
Scottsdale, AZ
Middleton, WI
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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