Unclaimed Profile

Ernest Patrick Moosherr

ERN FINANCIAL, LLC·MIDDLETON, Wisconsin

SIE, Series 7, Series 8, Series 63, Series 65ChFCClean record7 years registeredERN FINANCIAL, LLC

8215 GREENWAY BOULEVARD, MIDDLETON, WI 53562CRD# 1698046Firm CRD# 297717

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ernest Patrick Moosherr · MIDDLETON, WI

Registration

CRD #1698046 · ERN FINANCIAL, LLC · 7 years registered

Brand Profile

Not yet started

Career History

CANOPY WEALTH MANAGEMENT

Aug 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 17, 2018

Years registered · 7

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ERN FINANCIAL, LLC

CRD 297717 · SEC 801-113774

AUM

$1.3B

Regulatory assets under management

Employees

3,843 client accounts

Services offered by ERN FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ERN FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Ernest Patrick Moosherr offer?

Ernest Patrick Moosherr specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are Ernest Patrick Moosherr's credentials?

Ernest Patrick Moosherr holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ernest Patrick Moosherr located?

Ernest Patrick Moosherr is based in MIDDLETON, Wisconsin, working with ERN FINANCIAL, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does Ernest Patrick Moosherr charge for services?

Ernest Patrick Moosherr's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ERN FINANCIAL, LLC?

ERN FINANCIAL, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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