RIA Intelligence

ERN FINANCIAL, LLC

Legal name: CANOPY WEALTH MANAGEMENT

CRD #297717 SEC #801-113774 MIDDLETON, WI 608-662-9018
SEC Registered
Total AUM
$1.5B
Discretionary
$1.2B
Employees
14
Clients
10
Accounts
4,059

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 18, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
BUCHANAN, MARK, GREGORYICHIEF COMPLIANCE OFFICER/COONA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
Conwell, Scott, OICHIEF COMPLIANCE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOOSHERR, ERNEST, PATRICKICHIEF EXECUTIVE OFFICERNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
RAETHER, ERIC, DAVIDIPRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
WING, CHAD, FREDERICKIVICE PRESIDENTNA Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN WISCONSIN, INC.DEMEMBERD Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN MICHIGAN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN WISCONSIN, INC.DEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control
ERN-CD ARIZONADEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
MOOSHERR, ERNEST, PATRICKIERN MICHIGAN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
RAETHER, ERIC, DAVIDIERN WISCONSIN, INC.E Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
WING, CHAD, FREDERICKIERN-CD ARIZONAE Control
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
BRUTTON, DUSTIN, ELLIOTTIERN-CD ARIZONAC
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MIDA, RICHARD, EDWARDIERN MICHIGAN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C
MUEHL, DAVID, MICHAELIERN WISCONSIN, INC.C

Registrations

Federal

IA
Jun 18, 2025 REGISTERED

Notice Filings (21)

AR AZ CA CO FL IL IN MD MI MN NE NH NM NY OH PA SC TX UT VA WI

Address

8215 GREENWAY BOULEVARD
SUITE 540
MIDDLETON, WI 53562
United States
Phone: 608-662-9018