Lucas Laudick (CRD# 6710539) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 7 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rod Ermel Associates, Inc. | Colorado Springs, CO | Jun 2021 - Current | 2 |
| Kinder Morgan | Colorado Springs, CO | Oct 2018 - Jun 2021 | 2 |
| T. Rowe Price | Colorado Springs, CO | Oct 2016 - Oct 2018 | 2 |
| Trc Of Southern Colorado | Peyton, CO | Aug 2016 - Aug 2017 | 1 |
| Unemployed | Colorado Springs, CO | Jul 2016 - Oct 2016 | < 1 |
| Full Time Student | Albquerque, NM | Apr 2016 - Jun 2016 | < 1 |
| Iq Credit Union | Vancouver, WA | May 2015 - Feb 2016 | < 1 |
| Full Time Student | Durango, CO | Aug 2011 - May 2015 | 3 |
| The Glacier Club | Durango, CO | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CO
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts561ACCOUNTS
-
Average Account Value$153,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, KS, OK, TX
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