David  Muehl,  CFP<sup>&reg;</sup> - Financial Advisor

David Muehl, CFP®

Canopy Wealth Management

8215 Greenway Blvd, Suite 540
Middleton, WI 53562
FINANCIAL ADVISOR'S WEBSITE
(608) 836-2069 CONNECT WITH David
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General

David Muehl 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 Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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