A complete list of active advisors currently associated with ETF Strategies, LLC

Warmer can help you find a great advisor at ETF Strategies, LLC or one who fits your needs even better.

ETF Strategies, LLC provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. The firm constructs a written Investment Policy Statement for each client and manages portfolios using ETFs, mutual funds, equities, bonds and other permitted vehicles. The firm applies a mix of analytical methods — charting, fundamental, technical and cyclical analysis — and implements both long‑term and short‑term trading strategies under discretionary authority. Clients are asked to custody assets with the adviser’s recommended broker‑dealer and ETF Strategies participates in that broker‑dealer’s institutional program for custody, execution and related services. A distinctive aspect of the firm is that the principal is also a licensed insurance agent operating a separate insurance business and may offer commissionable insurance products to clients, a relationship the brochure discloses as a potential conflict of interest. The firm also handles certain retirement‑plan arrangements directly, including advisory access to 401(k) platforms and, where the plan permits, billing within plan platforms — practices that are less common among solo independent advisers.

To learn more about the advisors currently working at ETF Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.