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EC

Ethan L. Call

STRATEGIC PLANNING GROUP
Bountiful, UT 84010
Some features on this profile are disabled
CRD#: 7323814
EC

Professional summary

Ethan Lathair Call, who also goes by Ethan Lathair Call, Ethan Call, is a registered financial advisor currently at STRATEGIC PLANNING GROUP located in Bountiful, Utah.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ethan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ethan Lathair Call | Ethan Call

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Lathair Call's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 10, 2026 - Present

STRATEGIC PLANNING GROUP

Office #1: 190 South Main Street, Bountiful, UT 84010
RIA
CRD#: 113844
Bountiful, UT
Past

May 15, 2025 - February 17, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

May 8, 2025 - February 17, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

April 15, 2024 - January 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Logan, UT

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".
SP
STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)
Texas
Registered Investment Advisory firm - (2/23/2018 Terminated)
Utah
Registered Investment Advisory firm - (3/8/2018 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Texas
(4/10/2026)
IAR
Utah
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/22/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/15/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/13/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/2/2024
Securities Industry Essentials Examination

Current Firm

SP
STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)
Texas
Registered Investment Advisory firm - (2/23/2018 Terminated)
Utah
Registered Investment Advisory firm - (3/8/2018 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
190 South Main Street, Bountiful, UT 84010
Mailing Address
Phone number
(801) 627-2200
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (3/24/2026)

Regulatory assets under management

Total Number of Accounts4,663
AUM (Assets Under Management)$ 910,256,041

Red Flags

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.

Company Information

STRATEGIC PLANNING GROUP

CRD#: 113844Bountiful, UT 84010

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