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FM

Frederick H. Moosherr

CANOPY WEALTH MANAGEMENT
Birmingham, MI 48009
CRD#: 8099394
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FM
Frederick Haas MoosherrCANOPY WEALTH MANAGEMENT

Professional summary

Frederick Haas Moosherr is a registered financial advisor currently at CANOPY WEALTH MANAGEMENT located in Birmingham, Michigan.

Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Frederick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick Haas Moosherr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 25, 2025 - Present

CANOPY WEALTH MANAGEMENT

Office #1: 380 N. Old Woodward Unit 290, Birmingham, MI 48009
RIA
CRD#: 297717
Birmingham, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT | ERN FINANCIAL, LLC

CRD#: 297717 / SEC#: 801-113774

RIA
Registered Investment Advisory firm - (8/2/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/25/2025)
IAR
Texas
(7/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/25/2025
Uniform Investment Adviser Law Examination

Current Firm

CW
CANOPY WEALTH MANAGEMENT
CANOPY WEALTH MANAGEMENT | ERN FINANCIAL, LLC

CRD#: 297717 / SEC#: 801-113774

RIA
Registered Investment Advisory firm - (8/2/2018 Approved)
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Contact information

Main Address
8215 Greenway Boulevard Suite 540, Middleton, WI 53562
Mailing Address
Phone number
(608) 662-9018
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ERN FINANCIAL LLC D/B/A CANOPY WEALTH MANAGEMENT FORM ADV PART 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts2,608
AUM (Assets Under Management)$ 1,153,857,864

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
10/28/2024
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CANOPY WEALTH MANAGEMENT

CRD#: 297717Birmingham, MI 48009

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