Brotherhood Retirement
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brotherhood Financial, LLC is a newly formed investment adviser whose initial SEC filing shows it serves employer‑sponsored retirement plans and their participants, including ERISA‑governed plans and 403(b) arrangements. The firm offers retirement plan consulting, participant education and administrative support, and will provide discretionary fiduciary investment management when delegated in writing (including ERISA Section 3(38) services and discretionary management for non‑ERISA plans); it currently reports no assets under management.
Brotherhood Financial uses a retained, unaffiliated registered investment adviser to provide fractional Chief Investment Officer (fCIO) services and maintains an Investment Committee that meets at least quarterly to guide investment selection, mapping, monitoring, and documentation of due diligence and investment policy guidance. The firm provides participant education on topics such as asset allocation, retirement readiness, housing allowances, and budgeting, and coordinates with recordkeepers and other service providers while clearly declining to act as plan recordkeeper, custodian, or TPA.
What is notable relative to peers is the firm’s ownership chain to Brotherhood Mutual Holding Company, reflecting an affiliation with an insurance‑related holding company, and its explicit model of selecting and overseeing outside advisers (the fCIO and Investment Committee) to support plan fiduciary duties. Brotherhood Financial emphasizes pension consulting and plan‑level portfolio management capabilities, may provide participant‑level advice only if directly retained, discloses it does not accept third‑party or performance‑based compensation, and does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
up to 1.30% annually
Main office
6760 Corporate Drive, Suite 100
Colorado Springs CO 80919
Advisors at this office
3
Most active in
Colorado
Also doing business as
Brotherhood Financial · Brotherhood Financial, LLC · Brotherhood Retirement · Brotherhood Works Retirement, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy S
Series 63, Series 65
Colorado Springs, CO
Brotherhood Retirement
Timothy Struck is a financial advisor with Brotherhood Retirement, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Envoy Advisory, Inc., PCS Retirement Services, and Efficient Advisors, LLC. Outside of his advisory work, he is involved with Christian Retirement Ministries. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants by providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated registered investment adviser to deliver fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment processes.
Timothy B
Series 65
Colorado Springs, CO
Brotherhood Retirement
Timothy Bayless is a financial advisor with Brotherhood Retirement who holds a Series 65 credential. He has been in the industry since 2016, with prior experience at Envoy Financial and as a self-employed advisor. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants, providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated retained adviser for fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment due diligence and policy guidance.
Nolan H
Series 66
Colorado Springs, CO
Brotherhood Retirement
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.
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