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Ethan Edward Misour

Marion Wealth Management

Monroeville, PA

CRD 6535661

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Employer firm

Marion Wealth Management CRD 315730

$543M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Marion Wealth Management

2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-03-29
  • PA RA
    APPROVED
    Since 2022-03-29

Branch Locations

2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthpoint Financial Llc Monroeville PA 10/2019 Present
Insureon Chicago IL 06/2017 09/2019
Lake Forest College Lake Forest IL 08/2013 05/2017
Marion Wealth Management Monroeville PA 07/2021 Present
  • 10/2019 → Present
    Wealthpoint Financial Llc
    Monroeville, PA
  • 06/2017 → 09/2019
    Insureon
    Chicago, IL
  • 08/2013 → 05/2017
    Lake Forest College
    Lake Forest, IL
  • 07/2021 → Present
    Monroeville, PA
Previous Registrations
Other Businesses

Fixed Insurance: Monroeville, Pennsylvania; Investment Related; Fixed Insurance; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; EXP: 2/29/2028, 0 hours per month devoted, 0 hours per month devoted, Fixed Insurance licensed held.

Designations
  • Certified Financial Planner
Other Names
  • Ethan Misour
  • Ethan E Misour

View on SEC IAPD

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