Advisers Investment Management, Inc.

Advisers Investment Management, Inc. (CRD# 112649) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $64,871,097 in 487 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $133,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Advisers Investment Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Logan D. Alley
CRD#: 5191868
512 N. Colorado, Walsh, CO 81090
93
Wealthminder
score

Logan Alley (CRD# 5191868) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Walsh, CO and has over 9 years of experience in the finance industry.

2
Paul S. Nelson
CRD#: 4582254
116 South 8th Street, Colorado Springs, CO 80905
93
Wealthminder
score

Paul Nelson (CRD# 4582254) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 16 years of experience in the finance industry.

3
Garth C. Ramsay
CRD#: 2250931
18 Rising Sun Terrace, Colorado Springs, CO 80921
93
Wealthminder
score

Garth Ramsay (CRD# 2250931) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 24 years of experience in the finance industry.

4
Norma J. Robb
CRD#: 4580561
5825 Delmonico Drive, Suite 102, Colorado Springs, CO 80919
93
Wealthminder
score

Norma Robb (CRD# 4580561) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 15 years of experience in the finance industry.

5
Rollyn L. Wild
CRD#: 835685
1255 Lake Plaza Drive, Suite 244, Colorado Springs, CO 80906
93
Wealthminder
score

Rollyn Wild (CRD# 835685) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 18 years of experience in the finance industry.

6
Matthew E. Amsberry
CRD#: 2895306
5801 N. Union Blvd., Suite 102, Colorado Springs, CO 80918
90
Wealthminder
score

Matthew Amsberry (CRD# 2895306) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.

7
Luke K. Gheen
CRD#: 3004961
1910 Vindicator Drive, Suite 100, Colorado Springs, CO 80919
90
Wealthminder
score

Luke Gheen (CRD# 3004961) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.

8
Aaron S. Fort
CRD#: 6129509
407 N. Wildcox St., Castle Rock, CO 80104
89
Wealthminder
score

Aaron Fort (CRD# 6129509) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Castle Rock, CO and has over 3 years of experience in the finance industry.

9
Todd S. Smith
CRD#: 2942236
70 Morning Sun Drive, Woodland Park, CO 80863
76
Wealthminder
score

Todd Smith (CRD# 2942236) is an Investment Advisor Representative working at Advisers Investment Management, Inc. in Woodland Park, CO and has over 20 years of experience in the finance industry. Todd Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.