Inactive

Trent Jacob Hinton

Canopy Wealth Management

CRD 8118428

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-23
WI	RA	APPROVED	2025-06-23

TX RA
APPROVED

Since 2025-06-23
WI RA
APPROVED

Since 2025-06-23

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

Organization	City	State	From	To
Bowling Green State University	Bowling Green	OH	08/2016	08/2020
Terpco, Inc.	Barberton	OH	05/2020	11/2022
Kax Media	Kalamazoo	MI	11/2022	06/2025
Canopy Wealth Management	Middleton	WI	06/2025	Present

08/2016 → 08/2020

Bowling Green State University

Bowling Green, OH
05/2020 → 11/2022

Terpco, Inc.

Barberton, OH
11/2022 → 06/2025

Kax Media

Kalamazoo, MI
06/2025 → Present

Canopy Wealth Management

Middleton, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-18

S65 Uniform Investment Adviser Law Examination

2025-03-18

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JOHN-THOMAS PETREE

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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