Chad
Wing
Canopy Wealth Management
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About this Advisor
Chad Wing is a certified financial planner and chartered financial consultant who works in Middleton, Wisconsin with a total of 2 years of industry experience. Wing works at Canopy Wealth Management. Wing has gained experience at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Canopy Wealth Management. Wing holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Michigan, Texas and Wisconsin. Canopy Wealth Management is a financial advisory business operating out of Middleton, WI. The investment advisory business has offices in two locations and a total of 22 financial advisors. It administers $1 billion in assets between its 3,596 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 3,596 accounts, 38% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. However, fees billed by Canopy Wealth Management likely consist 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
Chad Wing Work History
Chad has been registered as a financial advisor for 2 years.*
Canopy Wealth Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Co
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 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
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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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.
