Robert E. Lettin

LETTIN WEALTH MANAGEMENT GROUP

Lake Oswego, OR 97035

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CRD#: 1476386

Professional summary

Robert Eugene Lettin, who also goes by Robert Lettin, is a registered financial advisor currently at LETTIN WEALTH MANAGEMENT GROUP, INC. located in Lake Oswego, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Lettin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Eugene Lettin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2009 - Present

LETTIN WEALTH MANAGEMENT GROUP, INC.

Office #1: 17685 Sw 65th Avenue Suite 500, Lake Oswego, OR 97035Office #2: 9033 Easter Place Suite 105, Centennial, CO 80112

RIA

CRD#: 149116

Lake Oswego, OR

Past

January 19, 2012 - November 30, 2012

GRADIENT SECURITIES, LLC

CRD#: 127701

SHERWOOD, OR

Past

February 19, 1999 - June 30, 2010

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SHERWOOD, OR

Past

April 9, 1997 - March 5, 1999

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

PORTLAND, OR

Past

April 1, 1996 - April 3, 1997

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

GLENDALE, CA

Past

July 5, 1990 - April 1, 1996

BANCAL INVESTMENT SERVICES, INC.

CRD#: 17122

Past

October 26, 1989 - June 19, 1990

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

August 5, 1988 - October 30, 1989

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

May 27, 1986 - August 10, 1988

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/21/2010)

IAR

Oregon
(1/5/2009)

IAR

Texas
(12/16/2024)

IAR

Washington
(5/8/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/19/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/28/1989

General Securities Principal Examination

Current Firm

LETTIN WEALTH MANAGEMENT GROUP, INC.

LETTIN & COMPANY, INC. | LETTIN WEALTH MANAGEMENT GROUP, INC.

CRD#: 149116 / SEC#:

Colorado

Registered Investment Advisory firm - (9/17/2010 Approved)

Oregon

Registered Investment Advisory firm - (1/5/2009 Approved)

Texas

Registered Investment Advisory firm - (12/16/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (5/8/2009 Approved)

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Contact information

Main Address

17685 Sw 65th Avenue Suite 500, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 925-0554

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert E. Lettin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Eugene Lettin's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

KMS FINANCIAL SERVICES, INC.

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

U.S. BANCORP ADVISORS, LLC

BANCAL INVESTMENT SERVICES, INC.

SUNAMERICA SECURITIES, INC.

ASSOCIATED SECURITIES CORP.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/19/1986

Series 7

Date: 5/17/1986

Series 24

Date: 7/28/1989

Current Firm

LETTIN WEALTH MANAGEMENT GROUP, INC.

Contact information

Documents

Red Flags

Company Information

LETTIN WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

Contact information

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