Ernest
Moosherr
Canopy Wealth Management
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About this Advisor
Ernest Moosherr is a chartered financial consultant working in Southfield, Michigan with a total of 5 years of relevant experience. Moosherr is an advisor for Canopy Wealth Management. Over the course of their career, Moosherr has held roles at Northwestern Mutual Life, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Canopy Wealth Management. Moosherr holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, Michigan, Texas and Wisconsin. Canopy Wealth Management is a financial advisory company that has its headquarters in Middleton, WI. It has offices in two locations and a total of 22 people on staff. It manages $1 billion in assets under management between its 3,596 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 3,596 customer accounts, 38% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial management typically are based on the type of financial services offered. However, fee types charged by Canopy Wealth Management most likely consist of some blend 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
$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
Ernest Moosherr Work History
Ernest has been registered as a financial advisor for 5 years.*
Canopy Wealth Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life
Northwestern Mutual Investment Services, LLC
*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 Ernest Moosherr 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
Scottsdale, AZ
Scottsdale, AZ
Middleton, WI
Middleton, WI
Middleton, WI
Middleton, WI
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