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Ethan James Lane

C2 PRIVATE WEALTH
Renfrew, PA
·CRD# 6419993·8 years experience

Professional Summary

Ethan James Lane, who also goes by Ethan Lane, is a registered financial advisor currently at C2 PRIVATE WEALTH located in Renfrew, Pennsylvania. Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ethan has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ethan Lane

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

C2 PRIVATE WEALTH·CRD# 151501
RIA
831evans City Road, Renfrew, PA 16053
March 17, 2026 - Present
ASG INVESTMENT MANAGEMENT, LLC·CRD# 292445
RIA
Renfrew, PA
April 24, 2018 - March 20, 2026
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.·CRD# 143008
RIA
Butler, PA
December 22, 2017 - October 3, 2018

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Current Firm

CP
C2 PRIVATE WEALTH

C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.

CRD#: 151501 / SEC#: 801-110692
RIA
Registered Investment Advisory firm - SEC (5/31/2017 Approved)
California
Registered Investment Advisory firm - California (6/30/2017 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/31/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

29409 Haggerty Road Suite 200, Novi, MI 48377

Phone Number

(248) 567-6688

# of Employees

16

SEC notice filing (21 States and Territories)

Registered to provide investment advisory services in 21 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026.1 - C2 BROCHURE - FINAL (6/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,760

AUM (Assets Under Management)

$1,816,297,187

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Senior Planning Advisors, LLC (d/b/a C2 Insurance Services); 29409 Haggerty Rd. Suite 200, Novi, MI 48377; Sale of insurance products; Agent/Consultant; Start date 03/2026; Approximately 80 hrs. per month; Market and sell insurance products. Insurance and annuities, sales for insurance products; Life Insurance, LTC, Fixed Indexed Annuities and Disability Insurance.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
C2 PRIVATE WEALTH

C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.

CRD#: 151501 / SEC#: 801-110692
RIA
Registered Investment Advisory firm - SEC (5/31/2017 Approved)
California
Registered Investment Advisory firm - California (6/30/2017 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/31/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Pennsylvania
(3/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2017About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ethan James Lane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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