Drew Kootman

Chief Investment and Research Officer, Arizona at Canopy Wealth Management - Middleton, WI, US

Drew Kootman's Colleagues at Canopy Wealth Management
CJ Lamberty

Administrative Assistant

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Tara Johnson

Director of Operations

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Scott Conwell

Chief Operating Officer / Chief Compliance Officer

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Jolie LaBarre

Communications Manager

Contact Jolie LaBarre

Christine Petras

Director Of Client Services

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Rick Mida

Partner & Wealth Advisor

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Drew Kootman's Contact Details
HQ
N/A
Location
Phoenix,Arizona,United States
Company
Canopy Wealth Management
Drew Kootman's Company Details
Canopy Wealth Management logo, Canopy Wealth Management contact details

Canopy Wealth Management

Middleton, WI, US • 20 - 49 Employees
Financial Services

Canopy Wealth Management is a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of their lives. Our advisors always put client needs first and have helped them achieve long-term financial success and security. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance.

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Details about Canopy Wealth Management
Frequently Asked Questions about Drew Kootman
Drew Kootman currently works for Canopy Wealth Management.
Drew Kootman's role at Canopy Wealth Management is Chief Investment and Research Officer, Arizona.
Drew Kootman's email address is ***@canopy-wealth.com. To view Drew Kootman's full email address, please signup to ConnectPlex.
Drew Kootman works in the Financial Services industry.
Drew Kootman's colleagues at Canopy Wealth Management are CJ Lamberty, Joseph Mayone, Tara Johnson, Scott Conwell, Jolie LaBarre, Christine Petras, Rick Mida and others.
Drew Kootman's phone number is N/A
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