TrueAdvisor
TrueAdvisor
CE
CE

Colleen Marie Etue

Alight Financial Advisors, LLC
17 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Alight Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Traverse City, MI

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alight Financial Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Alight Financial Solutions, LLCBroker
May 2024 - Present · 1 yr 9 mos
Alight Financial Solutions, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Transamerica Investors Securities CorporationBroker
March 2019 - May 2024 · 5 yrs 2 mos
Transamerica Retirement Advisors, LLC
March 2019 - May 2024 · 5 yrs 2 mos
J.P. Morgan Securities LLC
April 2017 - March 2019 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
April 2017 - March 2019 · 1 yr 11 mos
Morgan Stanley
October 2014 - July 2016 · 1 yr 9 mos
Morgan StanleyBroker
October 2014 - July 2016 · 1 yr 9 mos
The Huntington Investment Company
June 2011 - September 2014 · 3 yrs 3 mos
The Huntington Investment CompanyBroker
May 2011 - September 2014 · 3 yrs 4 mos
Edward Jones
September 2007 - June 2011 · 3 yrs 9 mos
Edward JonesBroker
June 2007 - June 2011 · 4 yrs
State Registrations2 states
MINC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.