Mark Gregory Buchanan
Investment adviser representative at Canopy Wealth Management
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
Are you Mark Gregory Buchanan? Claim your profile
Contact this firm
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
13 years in the industry.
- Canopy Wealth ManagementJun 2021 to now
- Chad F. WingJan 2017 to Jun 2021
- Northwestern Mutual Wealth Management CompanyJan 2017 to Jun 2021
- Northwestern Mutual Investment Services LLCFeb 2016 to Jun 2021
- Ben MillerJan 2016 to Jan 2017
- Pac 12 ConferenceJan 2013 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
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
- 6429435
- Firm CRD
- 297717