Ethan James Lane

Employer firm

C2 Private Wealth CRD 151501

$1.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 10/2018
  Accurate Investment Solutions, Inc.
  Butler, PA
• 05/2015 → 03/2026
  Accurate Solutions Group, Llc.
  Butler, PA
• 01/2018 → 03/2026
  Asg Investment Management Llc
  Butler, PA
• 03/2026 → Present
  C2 Private Wealth
  Novi, MI
• 03/2026 → Present
  Senior Planning Advisors, Llc
  Novi, MI

Previous Registrations

• 2018-04-24 → 2026-03-20
  Asg Investment Management, Llc
  Butler, PA
  Renfrew, PA
• 2017-12-22 → 2018-10-03
  Gierl Augustine Investment Management, Inc.
  Butler, PA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-04

Other Names

• Ethan Lane