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Adam Joseph Ermel

Advisers Investment Management, Inc.

Colorado Springs, CO

CRD 6100781

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Employer firm

Advisers Investment Management, Inc. CRD 112649

$105M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisers Investment Management, Inc.

1255 Lake Plaza Dr. Suite 244, Colorado Springs, CO 80906 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

1255 Lake Plaza Drive Suite 244, Colorado Springs, CO 80906 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rod Ermel Associates, Inc, Colorado Springs CO 01/2010 06/2022
Advisers Investment Management, Inc. Colorado Springs CO 07/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-11
  • S65 Uniform Investment Adviser Law Examination
    2019-02-11
Other Names
  • Aj Ermel

View on SEC IAPD

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