Colorado Springs, CO Lake Plaza Drive logo

Colorado Springs, CO Lake Plaza Drive Office

Team
Updated today

Client AUM

$104,090,194

Clients

572

Advisors

2

Of 5 advisors across 4 offices

Location

1255 Lake Plaza Drive, Suite 244

Colorado Springs CO 80906

Advisors at this office

2

Advisors at this office

user avatar

Adam E

Series 65

Colorado Springs, CO

Advisers Investment Management, Inc.

Adam Ermel is a financial advisor at Advisers Investment Management, Inc. in Colorado Springs, CO, holding a Series 65 designation with seven years of industry experience. He has worked at Advisers Investment Management, Inc. since 2012 and had previously been associated with Rod Ermel Associates, Inc. from 2010 to 2022. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios across a spectrum from bonds to stocks on a discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing
user avatar

Rollyn W

Series 65

Colorado Springs, CO

Advisers Investment Management, Inc.

Rollyn Wild is a Series 65-licensed financial advisor with Advisers Investment Management, Inc. in Colorado Springs, CO, bringing 27 years of industry experience. He has been with Advisers Investment Management since 1998 and has longstanding associations with Bankers Investment Management, Inc. and Investment Management Systems, Inc. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to a range of clients including high-net-worth individuals, pension plans, non-profits, and corporations. The firm follows an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified model portfolios on a discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")