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Robert Eugene Lettin

Lettin Wealth Management Group, Inc.

Centennial, CO

Lake Oswego, OR

CRD 1476386

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Employer firm

Lettin Wealth Management Group, Inc. CRD 149116

200 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • PERIODIC CLIENT MEETINGS

From the firm’s Form ADV. Read the guides:

Current Employers
Lettin Wealth Management Group, Inc.

17685 Sw 65Th Avenue Suite 500, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-16
CO RA APPROVED 2010-09-21
WA RA APPROVED 2009-05-08
OR RA APPROVED 2009-01-05
  • TX RA
    APPROVED_RES
    Since 2024-12-16
  • CO RA
    APPROVED
    Since 2010-09-21
  • WA RA
    APPROVED
    Since 2009-05-08
  • OR RA
    APPROVED
    Since 2009-01-05

Branch Locations

9033 Easter Place Suite 105, Centennial, CO 80112 • United States

17685 Sw 65Th Avenue Suite 500, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lettin Wealth Management Group, Inc. Lake Oswego OR 11/1998 Present
Cascade Business Support Lake Oswego OR 05/2016 12/2017
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-19
  • S63 Uniform Securities Agent State Law Examination
    1986-05-19
Other Names
  • Robert Lettin

View on SEC IAPD

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