AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EL

Ethan Richard Later

WEALTH MANAGEMENT
KENNEWICK, WA
·CRD# 8196623·1 year experience

Professional Summary

Ethan Richard Later is a registered financial advisor currently at WEALTH MANAGEMENT located in Kennewick, Washington. Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ethan has worked at 1 firm 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

There are no additional aliases reported.

Blog Corner

Similar Advisors

SUMMIT, NJ · CRD#
View profile
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

Contact Information

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

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

Years of Experience

1 years in the financial services industry

Current & Past Employments

WEALTH MANAGEMENT·CRD# 137080
RIA
6601 W Deschutes Ave, Kennewick, WA 99336
January 1, 2026 - Present

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

Current Firm

WEALTH MANAGEMENT
WEALTH MANAGEMENT

WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - SEC (2/17/2006 Approved)

Contact Information

Main Address

125 South 4th Street, Norfolk, NE 68701

Mailing Address

Po Box 1264, Norfolk, NE 68702-1264

Phone Number

(402) 371-1160

# of Employees

61

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTH MANAGEMENT ADV PART 2A (4/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,751

AUM (Assets Under Management)

$3,708,706,532

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

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.

GFG FINANCIAL - 2/2023 - NON INVESTMENT RELATED - KENNEWICK/RICHLAND, WA - APPROX 160 HOURS MONTHLY DURING SECURITY TRADING HOURS - PREPARE AND REVIEW TAX RETURNS.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

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".
WEALTH MANAGEMENT
WEALTH MANAGEMENT

WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - SEC (2/17/2006 Approved)

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
Washington
(1/1/2026)

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 2025About the Series 65 exam

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Richard Later's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
ST
Samuel Bennett Turner

NYLIFE SECURITIES LLC

Lake Charles, LA · CRD#
EL
Follow Ethan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required