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Providing Clarity to Complex Financial Issues
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Personal relationships built upon trust |
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Customized retirement income protection strategies |
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Supporting personal and business clients over a lifetime of evolving needs |
Canopy Financial Group is an elite group of financial professionals distinguished for achieving the highest standard of professionalism and service. Canopy Financial Group’s professional team has an average of 23 years of experience in providing a wide variety of financial services.
Canopy Financial Group strives to provide the highest level of financial services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs and implementing the strategies that work best for you.
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Areas of Focus
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Kyle Schiffler is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives 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. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Canopy Financial Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Financial Professionals of Canopy Financial Group offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offer annuity and insurance products
through AXA Network, LLC. Canopy Financial Group is not owned or operated by AXA Advisors or AXA Network. PPG-66082(11/11)(exp.11/13).
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Twin Cities area (includes Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, Sherburne, Washington and Wright counties in the state of Minnesota; and Pierce and St. Croix counties in the state of Wisconsin) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 16,500 wealth managers in the area. 1,256 award candidates in the Twin Cities area were considered for the award, of which 624 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Mpls.St.Paul Magazine or Twin Cities Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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