Reyn
Eichenlaub
Canopy Wealth Management
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About this Advisor
Reyn Eichenlaub is a financial advisor operating out of Birmingham, Michigan who has 1 year of industry experience. Eichenlaub is an employee of Canopy Wealth Management. Over the course of their career, Eichenlaub has held roles at Student, Bbb Industries, Michigan Bucks, Canopy Wealth Management, Weber Inc and N/A. Eichenlaub maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Michigan. Canopy Wealth Management is a registered investment firm operating out of Middleton, WI. It has offices in two locations and a total of 22 people on staff. It manages $1 billion in assets under management among its 3,596 accounts, making it one of the larger firms in the country by assets under management. The firm advises six charitable organizations. Of its 3,596 customer accounts, 38% are held by high-net-worth clients who have more than $1 million in investable assets. Canopy Wealth Management has a wide set 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 advisory services typically vary depending on the type of services provided. Fee types billed by Canopy Wealth Management likely are comprised 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
Reyn Eichenlaub Work History
Reyn has been registered as a financial advisor for 1 years.*
Canopy Wealth Management
Canopy Wealth Management
Weber Inc
N/A
Canopy Wealth Management
N/A
Michigan Bucks
N/A
Bbb Industries
N/A
N/A
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 Reyn Eichenlaub 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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