Ethan Lathair Call
Investment adviser representative at Strategic Planning Group
10 yearsExperience
2 statesRegistered in
$910.3MFirm assets
8 yearsFirm in business
Are you Ethan Lathair Call? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Planning GroupApr 2026 to now
- Wells Fargo AdvisorsMay 2025 to Feb 2026
- Wells Fargo Clearing ServicesMar 2025 to Feb 2026
- DisysMar 2025 to Apr 2025
- Northwestern Mutual Wealth Management CompanyApr 2024 to Dec 2024
- Northwestern Mutual Investment Services LLCSep 2022 to Dec 2024
- Northwestern Mutual Life Insurance CompanyMar 2021 to Dec 2024
- Utah State UniversityAug 2020 to May 2024
- Best of the West MoversJun 2020 to Apr 2021
- Johnnys Car WashJul 2017 to Dec 2018
- Get PaddlingJun 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Planning Group
Legal name: Strategic Planning Group, LLC
$910.3MAssets managed
1,622Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7323814
- Firm CRD
- 113844