A complete list of active advisors currently associated with Brotherhood Retirement
Warmer can help you find a great advisor at Brotherhood Retirement or one who fits your needs even better.
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.
To learn more about the advisors currently working at Brotherhood Retirement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 0
| |
Colorado Springs, CO
| 18
| |
Colorado Springs, CO
| 31
|
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.
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")