Appleton, WI
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ethan works as a Financial Representative for Harbor Financial, selling life insurance, and as an IAR for Latitude Advisors, LLC, providing fee-based financial planning and asset management. The Harbor Financial role takes nearly all of Ethan's time, while the Latitude Advisors role requires minimal time.