Colleen
Etue
Alight Financial Advisors, LLC
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About this Advisor
Colleen Etue is a financial advisor based in Traverse City, Michigan, working with Alight Financial Advisors, LLC. Colleen has previously held positions at The Huntington Investment Company, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Alight Financial Solutions, Transamerica Life Insurance Company, Jpmorgan Securities LLC, Prism Publications, and Transamerica Investors Securities Corporation. Colleen has passed the Series 66 regulatory exam and is registered to provide services in Michigan and North Carolina. Currently, Colleen is part of Alight Financial Advisors, LLC, which operates out of Traverse City, Michigan. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$32,132,173,090
60
228,318
$140,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Colleen Etue Work History
Alight Financial Solutions
Transamerica Life Insurance Company
Transamerica Investors Securities Corporation
Jpmorgan Securities LLC
Prism Publications
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
The Huntington Investment Company
Disclosures
Please visit the SEC profile of Colleen Etue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alight Financial Advisors, LLC
Austin, TX
Waco, TX
Lincolnshire, IL
Charlotte, NC
Charlotte, NC
Naples, FL
Burlington, NC
Hilton Head Island, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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