Canopy Financial Group
Our mission is to take complex financial options and assist clients in implementing comprehensive straight-forward strategies. Canopy Financial Group is an elite group of financial professionals distinguished for achieving the highest standard for professionalism and service who average more than 25 years of experience. Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information here is not investment or securities advice and does not constitute an offer. Canopy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d PPG 8651866.2 (12/25)(12/29)
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 7 verified contacts at Canopy Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BW
Brian Wanous
Certified Financial Plannertm Professional Associate Member of Canopy Financial Group · Other
EmailPhone - CB
Charles Bremer
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - JR
James R. Healy
Financial Professional at Canopy Financial Group · Other
EmailPhone - KK
Kyle Kirsch
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Canopy Financial Group
5 distinct titles indexed · top 5 shown.
- 2certified financial plannertm professional
- 1certified financial plannertm professional associate member of canopy financial group
- 1financial advisor intern
- 1financial professional at canopy financial group
- 1operations
Sign up to unlock all 7 contacts at Canopy Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Canopy Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.