Advisor at Latitude Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Latitude Advisors, LLC
Location
Appleton, WI
Credentials
Series 63, Series 65
Industry experience
1 year
Ethan Strick is a financial advisor at Latitude Advisors, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at GWN Securities, Dickow-Cyzak, OSIAC Wealth, and ACL Technologies. Outside of advisory activities, he also works as a financial representative involved in life insurance sales under a separate DBA. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.
Based on Latitude Advisors, LLC
Based on Latitude Advisors, LLC
Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification
$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees
Up to $250/hour for specific financial planning services
Negotiable retainer fees for ongoing financial planning and consulting services
Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting
Appleton, WI
Wisconsin
GWN Securities, Inc.
2024 - Present (2 years)
Dickow-Cyzak
2023 - 2024 (1 year)
Latitude Advisors, LLC
2023 - Present (3 years)
OSIAC Wealth
2023 - 2023 (1 year)
ACL Technologies
2021 - 2023 (2 years)
Coyote Logistics
2020 - 2021 (1 year)
UnEmployed
2020 - 2020 (1 year)
Gold's Gym
2020 - 2020 (1 year)
Eau Claire Express
2019 - 2019 (1 year)
University of Wisconsin - Eau Claire
2016 - 2020 (4 years)
Appleton North High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
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