Eric D. Raether,  CFP<sup>&reg;</sup> - Financial Advisor

Eric D. Raether, CFP®

Wealth Advisor

Canopy Wealth Management

8215 Greenway Blvd, Ste 540
Middleton, WI 53562
FINANCIAL ADVISOR'S WEBSITE
(608) 662-9018 CONNECT WITH Eric
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General

Eric Raether is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Canopy Wealth Management in Middleton, WI and the surrounding communities.

Financial Advisor Experience

25 years in the financial services industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI
  • Health/disability insurance: WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth

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