Colleen Marie Etue
Investment adviser representative at Alight Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$35.1BFirm assets
15 yearsFirm in business
Are you Colleen Marie Etue? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Alight Financial Advisors, LLCMay 2024 to now
- Alight Financial SolutionsMay 2024 to now
- Transamerica Investors Securities CorporationMar 2019 to May 2024
- Transamerica Life Insurance CompanyMar 2019 to May 2024
- JPMorgan Securities LLCApr 2017 to Feb 2019
- Prism PublicationsJul 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MI, NC).
Alight Financial Advisors, LLC
$35.1BAssets managed
195,957Clients
65Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5324748
- Firm CRD
- 158744