Joseph
Mayone
Canopy Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Mayone is a financial advisor operating in Southfield, Michigan with a total of 5 years of relevant experience. Mayone is an advisor for Canopy Wealth Management. Their career trajectory has included roles at Bob And Joes Cleaning Pros, Cbs Radio, Student, Ernest Moosherr, Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. Mayone holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan and Texas. Canopy Wealth Management is a registered investment firm operating out of Middleton, WI. The firm has offices in two locations and a total of 22 financial advisors. It oversees $1 billion in total assets across its 3,596 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 3,596 customer accounts, 38% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company offers 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. A financial advisor's fee schedules depend on which service is offered. However, fees billed by Canopy Wealth Management likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Joseph Mayone Work History
Joseph has been registered as a financial advisor for 5 years.*
Northwestern Mutual Wealth Management Company
Ernest Moosherr
Northwestern Mutual Investment Services LLC
Bob And Joes Cleaning Pros
Cbs Radio
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 Joseph Mayone 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
Middleton, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
