Unclaimed
Ethan Ball is a registered investment advisor representative with Coppell Advisory Solutions LLC. Ethan is based in Cedar Rapids, Iowa. Ethan is also an insurance agent and the President of Iowa Retirement Benefits in Cedar Rapids. He has over 7 years of experience in the financial services industry. Ethan is a Series 65 licensed advisor. Ethan's areas of expertise include financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
04/25/2022 - Present
Coppell Advisory Solutions LLC (Cedar Rapids IA)
IA
Issued 11/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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