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Nolan Hughes

Advisor at Brotherhood Retirement — Colorado Springs, CO

Updated today

Credentials

Series 66

Experience

18 years

Location

Colorado Springs, CO 80919

Brotherhood Retirement logo

Brotherhood Retirement

Supported

Total advisors

3

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Nolan Hughes is a Series 66-credentialed financial advisor based in Colorado Springs, CO, with 18 years of industry experience. He has worked at firms including LPL Financial, NewEdge Advisors, and B. Riley Wealth Management. In addition to advising, he provides outsourced compliance consulting through Oyster Consulting LLC. He is currently affiliated with Brotherhood Retirement, a firm that serves employer-sponsored retirement plans by offering retirement plan consulting, participant education, and discretionary fiduciary investment management through unaffiliated advisers and an internal Investment Committee.

Client services

Based on Brotherhood Retirement

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Brotherhood Retirement

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Brotherhood Retirement

Founder/Business Owner

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Fee options

Percentage

up to 1.30% annually

Location

Colorado Springs, CO

6760 Corporate Drive, Suite 100

Colorado Springs CO 80919

Advisors at this office

3

Most active in

Colorado

Work history

18 years of industry experience

Brotherhood Financial, LLC

2026 - Present • 1 year

Colorado Springs, CO

Accelerate Investment Advisors, LLC

2026 - 2026 • 1 year

Aliso Viejo, CA

Oak Ridge Financial Services Group

2025 - Present • 1 year

Golden Valley, MN

Oyster Consulting LLC

2023 - Present • 3 years

Glen Allen, VA

Eudaimonia Partners, LLC

2022 - 2024 • 2 years

Piperton, TN

LPL Financial, llc

2019 - 2022 • 3 years

Germantown, TN

NewEdge Advisors, LLC

2019 - 2022 • 3 years

Germantown, TN

Wunderlich Securities

2015 - 2019 • 4 years

Memphis, TN

Wells Fargo Clearing

2015 - 2015 • 1 year

Memphis, TN

B. Riley Wealth Management

2011 - 2015 • 4 years

Memphis, TN

Morgan Keegan & Company, LLC

2008 - 2011 • 3 years

Memphis, TN

First Horizon Advisors, Inc.

2007 - 2008 • 1 year

Memphis, TN

Morgan Stanley Dw Inc.

2006 - 2007 • 1 year

Memphis, TN

Ameriprise

2006 - 2006 • 1 year

Memphis, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andy H

Series 66, Series 7

Colorado Springs, CO

Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Long-term care insurance Retirement income strategy General retirement planning Roth conversion strategy Annuities Religious/faith focused
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Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General retirement planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Douglas Holden is a CFP® with nine years of experience in the financial advisory industry. He is the sole advisor at First Light Financial, an independent firm based in Colorado Springs, CO. In addition to his advisory work, Holden has a long-standing role at Performance Technologies, Inc., where he has worked since 1995. First Light Financial provides financial planning and investment advisory services primarily to individual households with at least $100,000 in investable assets. The firm employs a predominantly passive investment strategy called "TIPS Plus!" that utilizes low-cost index funds, with occasional use of active funds, and maintains portfolios through agreed asset allocations, periodic rebalancing, and tax-loss harvesting.

Passive / index investing
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Aaron R

Series 65

Colorado Springs, CO

Strong Mountains Financial Planning

Aaron Ritchie is the principal of Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has extensive experience in the financial services industry, including 18 years at USAA and roles at Progressive Insurance. Ritchie has operated his independent advisory firm since 2026. Strong Mountains Financial Planning is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, using both passive and active investments to construct portfolios aligned with long-term objectives and client-specific considerations.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Daniel K

Series 63, Series 65, Series 66

Colorado Springs, CO

Cobalt Private Wealth LLC

Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.

Options & derivatives strategies Real estate investing Private / alternative investments

Dan H

CFP®

Colorado Springs, CO

Cornerstone Financial Planning

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

General tax planning Wealth management Self-Employed Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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