Lucas Dean Laudick

Advisers Investment Management, INC.

4 Years of Experience

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Firm Information

Advisers Investment Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

558 clients

Average Client Portfolio

$165K average

Assets Under Management

$92.1M

Fee Structure

There is no fee information in this brochure supplement.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

2 North Nevada Ave., Suite 1100, Colorado Springs, CO, 80903

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Lucas is a director of operations at REACOS, Inc., a public accounting firm.

Employment History

Current Registrations

Advisers Investment Management, INC.

February 2023 - Present · 2 yrs 11 mos

Previous Registrations

T. Rowe Price Investment Services, INC.Broker

November 2016 - October 2018 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.