Mark
Buchanan
Canopy Wealth Management
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About this Advisor
Mark Buchanan is a certified financial planner based in Scottsdale, Arizona with a total of 2 years of relevant experience. Buchanan is currently employed by Canopy Wealth Management. Over the course of their career, Buchanan has held roles at Ben Miller, University Of Arizona, Universal Athletic, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Pac 12 Conference, Chad F. Wing, Northwestern Mutual Wealth Management Company and Canopy Wealth Management. Buchanan holds a Series 63 license, designating them as a securities broker, and is able to operate in Arizona, Michigan, Texas and Wisconsin. Canopy Wealth Management is an advisory company that has its headquarters in Middleton, WI. The company has offices in two locations and a total of 22 financial advisors. It administers $1 billion in total assets among its 3,596 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 3,596 client accounts, 38% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial management depend on which services the firm provides the client. Fees billed by Canopy Wealth Management likely include 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
$1,075,968,949
22
3,596
$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
Mark Buchanan Work History
Mark has been registered as a financial advisor for 2 years.*
Canopy Wealth Management
Chad F. Wing
Northwestern Mutual Wealth Management Company
Ben Miller
Northwestern Mutual Investment Services LLC
Pac 12 Conference
Northwestern Mutual Life Insurance Company
University Of Arizona
Universal Athletic
*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 Mark Buchanan 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
Scottsdale, AZ
Scottsdale, AZ
Middleton, WI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
