Morgan Stanley
47yrs
Top advisor by experience in Middleton
32yrs
Based in Middleton, Wisconsin, Eric Raether is a fiduciary financial advisor with 32 years of industry experience. Eric has been with Canopy Wealth Management since 2018; before that, Eric spent four years at Northwestern Mutual Wealth Management and 16 years at Northwestern Mutual Investment Services. Eric holds the CFP® designation.
One of 177 advisors with offices in Middleton, and one of 158 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office8215 Greenway Boulevard Suite 540, Middleton, WI 53562
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.93 million
Advisors at the firm10
States licensed ?2 states
Services through Canopy Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowCanopy Wealth ManagementCurrent firm
- 2003 – 2007Northwestern Mutual Wealth Management CompanyPreviously
- 2002 – 2018Northwestern Mutual Investment Services, LLCPreviously
Contact Eric
(608) 662-9018Canopy Wealth Management main office 8215 Greenway Boulevard Suite 540Middleton, WI 53562Office · Get directions Firm websiteHTTPS://WWW.CANOPY-WEALTH.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Canopy Wealth Management at (608) 662-9018 and ask for Eric Raether. Eric works from the Middleton, WI office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1994, about 32 years. Top 12% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Canopy Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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