Ernest Patrick Moosherr
Investment adviser representative at Canopy Wealth Management
38 yearsExperience
4 statesRegistered in
ChFC®Designation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Canopy Wealth ManagementAug 2018 to now
- Northwestern Mutual Wealth Management CompanyMay 2007 to Aug 2018
- Northwestern Mutual Investment Services, LLCMay 1988 to Aug 2018
- Northwestern Mutual LifeFeb 1988 to Aug 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (AZ, MI, TX, WI).
Canopy Wealth Management
Legal name: Ern Financial, LLC
$1.2BAssets managed
601Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1698046
- Firm CRD
- 297717