Melodie Kay Ace
Investment adviser representative at Canopy Wealth Management
16 yearsExperience
2 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
16 years in the industry.
- Canopy Wealth ManagementJan 2023 to now
- Ameriprise Financial Services, LLCMay 2022 to Dec 2022
- Northwestern Mutual Investment Services, LLCMar 2010 to Apr 2022
- Northwestern Mutual Wealth Management CompanyMar 2010 to Apr 2022
- Matthew HeckmannFeb 2010 to Apr 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (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
- 4428463
- Firm CRD
- 297717