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ERN FINANCIAL, LLC
ERN FINANCIAL, LLC
CANOPY WEALTH MANAGEMENT
MIDDLETON, Wisconsin
·
8 registered advisors
·
CRD# 297717
SEC# 801-113774
2
608-662-9018
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at ERN FINANCIAL, LLC
8 registered advisors
Chad Frederick Wing
MIDDLETON, Wisconsin
CRD# 4190709
David Michael Muehl
MIDDLETON, Wisconsin
CRD# 4375044
Dustin Elliott Brutton
MIDDLETON, Wisconsin
CRD# 5411846
Eric David Raether
MIDDLETON, Wisconsin
CRD# 2480237
Ernest Patrick Moosherr
MIDDLETON, Wisconsin
CRD# 1698046
Mark Gregory Buchanan
MIDDLETON, Wisconsin
CRD# 6429435
Richard Edward Mida
MIDDLETON, Wisconsin
CRD# 5810593
Scott O Conwell
MIDDLETON, Wisconsin
CRD# 4238913
05
Office Locations
MIDDLETON, Wisconsin
8 advisors
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Data sourced from SEC Form ADV filings. ERN FINANCIAL, LLC (CRD# 297717) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.