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Cropped john letts

John Letts

MBA
Letts Financial Services
Auburn, AL
Planning | Investments | Insurance

Meet John

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Introduction - John Letts
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Four-Legged Stool Approach - John Letts
Video Transcripts

John Letts, entrepreneur and speaker is the Founder and CEO of Letts Financial Services, a financial services firm with offices in the Chicago suburbs and Auburn AL-serving east-central Alabama.

John Letts spent 25 years in industry. There is where he learned the art of customer service. In 1995, John found that he could use his experience in industry and education in finance and accounting to help individuals, families, and business…

John Letts, entrepreneur and speaker is the Founder and CEO of Letts Financial Services, a financial services firm with offices in the Chicago suburbs and Auburn AL-serving east-central Alabama.

John Letts spent 25 years in industry. There is where he learned the art of customer service. In 1995, John found that he could use his experience in industry and education in finance and accounting to help individuals, families, and business owners. With a degree in Finance and an MBA alongside his business experience John created a "planning based" approach to financial services of all kinds.

John is registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. and as a Registered Representative with Cambridge Investment Research, Inc.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments
Personal lending
Socially responsible investing

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Based on % of assets
Fee & Commission

Education

MBA
Bachelors
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