Ethan Peter Callahan

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

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

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

Current Employers

Employment History

• 10/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 09/2022 → 08/2026
  Bulletproof Financial, Inc. Dba Pres Financial
  Mansfield, PA
• 12/2021 → 09/2022
  Allstate Insurance
  Lone Tree, CO
• 09/2021 → 12/2021
  Unemployed
  Golden, CO
• 01/2020 → 06/2020
  Family First Life
  Golden, CO
• 12/2020 → 09/2021
  Building Services Group
  Littleton, CO
• 01/2020 → 06/2020
  1St Choice Roofing And Exteriors
  Denver, CO
• 11/2016 → 12/2019
  Family Heritage Life
  Raleigh, NC
• 04/2016 → 11/2016
  Fitness Connection
  Raleigh, NC
• 06/2020 → 12/2020
  Unemployed
  Golden, CO

Other Businesses

1. Fixed Insurance Sales - 09/2022 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 999 Ore Bed Road, Mansfield, PA 16933. This will encompass approximately 50% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19