Chad
Wing
Canopy Wealth Management
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About this Advisor
Chad Wing is a financial advisor based in Middleton, Wisconsin, working with Canopy Wealth Management. Chad has previously held positions at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Canopy Wealth Management. Chad has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Michigan, Texas, and Wisconsin. Currently, Chad 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
Services Offered
Fee Structure
Office Location
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Canopy Wealth Management Brokerage Details
$1,280,096,449
21
3,843
$333,098
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
Chad Wing Work History
Canopy Wealth Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services LLC
Disclosures
Please visit the SEC profile of Chad Wing 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
Birmingham, MI
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