Ethan Callahan
Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mansfield, PA
Credentials
Series 65
Industry experience
< 1 year
Ethan Callahan is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. He previously worked in fixed insurance sales and retirement advisory services at Bulletproof Financial, DBA PRES Financial. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and specialized sub-advisory services.
Based on Sound Income Strategies, LLC
Based on Sound Income Strategies, LLC
Financial planning fees can be fixed fees negotiated in advance per plan
$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention
Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC
Financial planning services hourly fees with a minimum of $300 per plan
Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services
Mansfield, PA
Pennsylvania
Sound Income Strategies, LLC
2025 - Present (1 year)
Bulletproof Financial, Inc. DBA PRES Financial
2022 - Present (4 years)
Allstate Insurance
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Building Services Group
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
1st Choice Roofing and Exteriors
2020 - 2020 (1 year)
Family First Life
2020 - 2020 (1 year)
Family Heritage Life
2016 - 2019 (3 years)
Fitness Connection
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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