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Ethan Aaron Green

Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC

Auburn, CACRD #6633072Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ethan Aaron Green is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Auburn, CA, where they have been registered since 2026. They have worked in the securities industry since 2016 and were previously registered with LAKE Tahoe Wealth Management, Inc. They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth Enhancement Advisory Services, LLCCurrent
5/4/2026 – Auburn, CA
LAKE Tahoe Wealth Management, Inc.
4/11/2016 – 5/8/2026Folsom, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Lighthouse Financial
    May 2012 – Apr 2026Folsom, CA
  2. Lake Tahoe Wealth Management, Inc.
    Apr 2016 – Apr 2026Folsom, CA
  3. Northern Sierra Swimming
    Sep 2012 – no end date reportedGrass Valley, CA
  4. Wealth Enhancement Group
    May 2026 – no end date reportedAuburn, CA
  5. Wealth Enhancement Advisory Services
    May 2026 – no end date reportedAuburn, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealth Enhancement Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • $999,999 or less1.50%
  • $1,000,000–$2,000,0001.25%
  • Over $2,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementRetirement Income PlanningInvestment ManagementTax StrategiesEstate PlanningFinancial PlanningRisk ManagementInsuranceTrust ServicesTax PreparationBusiness Owner Consulting+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
976
Offices listed on AdvisorFinder:
26
Main office:
Plymouth, MN
SEC file number:
801-60749

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ethan Aaron Green has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ethan Aaron Green (Wealth Enhancement Advisory Services)