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Ethan Michael Strick

Latitude Advisors, LLC

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About Ethan Michael Strick

Ethan Michael Strick is a financial professional with over 1 year of experience in the industry. Ethan is currently registered with Latitude Advisors, LLC and holds the Series 65 and Series 7TO licenses. Ethan's areas of expertise include financial planning, pension consulting, and selection of other advisors. Ethan has been working at Latitude Advisors, LLC since June 2023 and is registered in Wisconsin as an Investment Advisor Representative. Ethan is also a Registered Representative with the firm. Ethan is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Ethan Strick is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Ethan Strick’s Registration & Firm History

WI

07/23/2024 - Present

Latitude Advisors, LLC (Appleton WI)

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Licenses & Designations

IA

Issued 05/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan Michael Strick.
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