Ingrid Lema Letzig
Professional summary
Ingrid Lema Letzig, who also goes by Ingrid Lema, Ingrid Lema Letzig, is a registered financial advisor currently at ALIGHT FINANCIAL ADVISORS, LLC located in Lincolnshire, Illinois and ALIGHT FINANCIAL SOLUTIONS, LLC located in Lincolnshire, Illinois.
Ingrid is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ingrid has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ingrid Lema Letzig's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2016 - Present
ALIGHT FINANCIAL ADVISORS, LLC
Office #1: 4 Overlook Point, Lincolnshire, IL 60069July 21, 2015 - Present
ALIGHT FINANCIAL SOLUTIONS, LLC
Office #1: 4 Overlook Point, Lincolnshire, IL 60069October 9, 1997 - March 20, 2001
CHARLES SCHWAB & CO., INC.
January 23, 1997 - October 6, 1997
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
Primary Firm SEC Registration
ALIGHT FINANCIAL ADVISORS, LLC
CRD#: 158744 / SEC#: 801-72679
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/19/2016)
Exams
FINRA
Current Firm
ALIGHT FINANCIAL ADVISORS, LLC
CRD#: 158744 / SEC#: 801-72679
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 197,089 |
| AUM (Assets Under Management) | $ 30,882,928,556 |
Red Flags
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