Kelly
Meyer
Canopy Wealth Management
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About this Advisor
Kelly Meyer is a financial advisor who works in Middleton, Wisconsin, who has 1 year of relevant experience. Meyer is currently employed by Canopy Wealth Management. Over the course of their career, they have held roles at Merrill Lynch, Yard House, Bank Of America, N.A and Canopy Wealth Management. Meyer maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Arizona. Canopy Wealth Management is an advisory firm headquartered in Middleton, WI. The company has offices in two locations and a total of 22 financial advisors. It handles $1 billion in assets under management between its 3,596 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 3,596 client accounts, 38% are held by high-net-worth investors who have at least $1 million in assets. The business 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 advice depend on which services are provided. Fees charged by Canopy Wealth Management likely are comprised of any blend 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
Kelly Meyer Work History
Kelly has been registered as a financial advisor for 1 years.*
Canopy Wealth Management
Bank Of America, N.A
Merrill Lynch
Yard House
*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 Kelly Meyer 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
Middleton, WI
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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