Brian
Kopp

Canopy Wealth Management

CRD#5056514
Investment Advisor
in Middleton, WI

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About this Advisor

Brian Kopp is a financial advisor based in Middleton, Wisconsin, working with Canopy Wealth Management. Brian has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Cuna Brokerage Services, and Canopy Wealth Management. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Brian is part of Canopy Wealth Management, which operates out of Middleton, Wisconsin. The firm has 2 offices and 21 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Canopy Wealth Management includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8215 Greenway Boulevard Suite 540
Middleton, WI 53562

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Canopy Wealth Management Brokerage Details

Total Assets Under Management

$1,280,096,449

WI Average: $2,826,565,184
Total Number of Employees

21

WI Average: 43
Total Number of Accounts

3,843

WI Average: 1,898
Average Account Size

$333,098

WI Average: $1,489,234

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

Brian Kopp Work History

2022 - Present (3 years)

Canopy Wealth Management

2009 - Present (16 years)

Cuna Mutual Group

2009 - Present (16 years)

Cuna Brokerage Services, Inc

2009 - 2022 (13 years)

Cuna Brokerage Services

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Disclosures

Please visit the SEC profile of Brian Kopp 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

Kelly Meyer
Middleton, WI
Mark Buchanan
Scottsdale, AZ
Drew Kootman
Scottsdale, AZ
Johnathon Campion
Scottsdale, AZ
David Muehl
Middleton, WI
Melodie Ace
Middleton, WI
Brian Kopp
Middleton, WI
Reyn Eichenlaub
Birmingham, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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