Eric David Raether
Investment adviser representative at Canopy Wealth Management
34 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
34 years in the industry.
- Canopy Wealth ManagementAug 2018 to now
- Northwestern Mutual Wealth Management CompanyMay 2007 to Aug 2018
- Northwestern Mutual Investment Services, LLCApr 1994 to Aug 2018
- The Northwestern Mutual Life Insurance CJul 1992 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (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
- 2480237
- Firm CRD
- 297717