Ethan Call has been an investment adviser representative at Strategic Planning Group since April 2026, and is not listed among the firm’s executive officers or direct owners.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
Ethan Call’s longest registration was under a year at Wells Fargo Advisors (2025–2026). Before joining Strategic Planning Group in 2026, Ethan Call was registered through Wells Fargo Advisors.
- Strategic Planning GroupCurrent– present · under a yearBountiful, UT · Adviser representative · Firm CRD 113844
- Wells Fargo Advisors– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Ethan Call is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- TexasSince 10 April 2026
- UtahSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 May 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 13 April 2024 |
| SIE | Securities Industry Essentials Examination | 2 February 2024 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ethan Lathair Call
- CRD
- 7323814
- Firm
- Strategic Planning Group · CRD 113844
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Ethan Call work?
Ethan Call is an investment adviser representative registered through Strategic Planning Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ethan Call a financial advisor?
Yes. Ethan Call has a current investment-adviser registration in Texas and Utah, through Strategic Planning Group since April 2026.
How many years of experience does Ethan Call have?
Ethan Call has 2 years in the financial industry, since October 2024, across 2 adviser firms.
What exams has Ethan Call passed?
Ethan Call has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in February 2024.
Where did Ethan Call work before Strategic Planning Group?
Before Strategic Planning Group, Ethan Call was registered through Wells Fargo Advisors, May 2025 to February 2026.
Where is Ethan Call based?
Ethan Call’s registered office is in Bountiful, UT.
Is Ethan Call registered with FINRA?
No. Ethan Call has no current broker registration.
How can I verify Ethan Call’s record?
Search CRD 7323814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ethan Call’s full registration record.
