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Mark Gregory Buchanan

Canopy Wealth Management

Middleton, WI

CRD 6429435

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Employer firm

Canopy Wealth Management CRD 297717

$1.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Canopy Wealth Management

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-13
WI RA APPROVED 2024-03-13
AZ RA APPROVED 2021-08-26
TX RA APPROVED 2021-06-22
  • MI RA
    APPROVED
    Since 2024-03-13
  • WI RA
    APPROVED
    Since 2024-03-13
  • AZ RA
    APPROVED
    Since 2021-08-26
  • TX RA
    APPROVED
    Since 2021-06-22

Branch Locations

8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ben Miller Phoenix AZ 01/2016 01/2017
Northwestern Mutual Investment Services Llc Phoenix AZ 02/2016 06/2021
Pac 12 Conference San Francisco CA 01/2013 03/2024
Chad F. Wing Phoenix AZ 01/2017 06/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2017 06/2021
Canopy Wealth Management Scottsdale AZ 06/2021 12/2023
Canopy Wealth Management Scottsdale AZ 12/2023 Present
  • 01/2016 → 01/2017
    Ben Miller
    Phoenix, AZ
  • 02/2016 → 06/2021
    Northwestern Mutual Investment Services Llc
    Phoenix, AZ
  • 01/2013 → 03/2024
    Pac 12 Conference
    San Francisco, CA
  • 01/2017 → 06/2021
    Chad F. Wing
    Phoenix, AZ
  • 01/2017 → 06/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2021 → 12/2023
    Canopy Wealth Management
    Scottsdale, AZ
  • 12/2023 → Present
    Canopy Wealth Management
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-04-04
  • S63 Uniform Securities Agent State Law Examination
    2016-04-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG

Nearby Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI

More in Middleton, WI

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