Ethan Peter Callahan
Investment adviser representative at Trajan Wealth, L.L.C.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trajan Wealth, L.L.C.Oct 2026 to now
- Sound Income Strategies, LLCOct 2025 to Oct 2026
- Bulletproof Financial, Inc. dba Pres FinancialSep 2022 to Aug 2026
- Allstate InsuranceDec 2021 to Sep 2022
- UnemployedSep 2021 to Dec 2021
- Building Services GroupDec 2020 to Sep 2021
- UnemployedJun 2020 to Dec 2020
- 1st Choice Roofing and ExteriorsJan 2020 to Jun 2020
- Family First LifeJan 2020 to Jun 2020
- Family Heritage LifeNov 2016 to Dec 2019
- Fitness ConnectionApr 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 7417279
- Firm CRD
- 158847