Ethan Phillip Lange

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

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

• 04/2022 → 07/2024
  Performance Home Medical
  Kent, WA
• 02/2019 → 04/2022
  Providence Health And Services
  Portland, OR
• 06/2017 → 06/2018
  The Retreat At Corvallis
  Corvallis, OR
• 09/2024 → Present
  Principal Life Insurance Company
  Lake Oswego, OR
• 09/2024 → Present
  Principal Securities, Inc.
  Lake Oswego, OR
• 09/2013 → 06/2018
  Oregon State University
  Corvallis, OR
• 06/2018 → 02/2019
  Uneployed
  Tigard, OR

Other Businesses

INSURANCE POSITION: Financial Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 4 START DATE: 09/27/2024 ADDRESS: 5665 Meadows Road, Suite 350, Lake Oswego OR 97035, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits

Exams

• S66 Uniform Combined State Law Examination
  2024-07-25

Other Names

• Ethan Lange