Ethan Phillip Lange
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
2 statesRegistered in
$17BFirm assets
28 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 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
13 years in the industry.
- Principal Life Insurance CompanySep 2024 to now
- Principal Securities, Inc.Aug 2024 to now
- Performance Home MedicalApr 2022 to Jul 2024
- Providence Health and ServicesFeb 2019 to Apr 2022
- UneployedJun 2018 to Feb 2019
- The Retreat At CorvallisJun 2017 to Jun 2018
- Oregon State UniversitySep 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7965684
- Firm CRD
- 1137