Ethan Christopher Rowe
Investment adviser representative at Monere Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$312MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Monere Wealth Management, Inc.Oct 2025 to now
- Monere Investments, Inc.Oct 2025 to now
- Summit Global InvestmentsAug 2024 to Oct 2025
- UnemployedFeb 2024 to Aug 2024
- Northwestern Mutual Investment Services LLCNov 2022 to Feb 2024
- Northwestern Mutual Life Insurance CompanyMay 2021 to Feb 2024
- UpmerchApr 2019 to Aug 2021
- StudentAug 2018 to May 2022
- StudentAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Monere Wealth Management, Inc.
$312MAssets managed
500Clients
9Advisers
7 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
- 7333979
- Firm CRD
- 173076