Kelly Meyer

from Canopy Wealth Management
SEC regulated
Regulated Investment Advisor
Kelly Meyer is a financial advisor based in Wisconsin, Middleton, with 12 years of experience. Kelly currently works for Canopy Wealth Management. Kelly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kelly Meyer works at Canopy Wealth Management
Canopy Wealth Management is a financial advisory firm based in Middleton, Wisconsin. It currently has approximately $930,573,023 of assets under management and employs about 21 people. Canopy Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
8215 Greenway Boulevard, Suite 540, Middleton, Wisconsin, 53562

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