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Ethan S

Series 63, Series 65

Appleton, WI

Latitude Advisors, LLC

Ethan Strick is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including GWN Securities, Dickow-Cyzak, and OSIAC Wealth. Strick is also involved in life insurance sales through a separate financial services business. Latitude Advisors serves individual, high-net-worth, and institutional clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party model strategies tailored to client goals and risk tolerance, with most accounts managed on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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