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Lucas Dean Laudick

Advisers Investment Management, Inc.

Colorado Springs, CO

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Current Employers
Advisers Investment Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-02-03
  • CO RA
    APPROVED
    Since 2023-02-03

Branch Locations

9475 Briar Village Point Suite 125, Colorado Springs, CO 80920 • 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
T. Rowe Price Colorado Springs CO 10/2016 10/2018
Trc Of Southern Colorado Peyton CO 08/2016 08/2017
Unemployed Colorado Springs CO 07/2016 10/2016
Kinder Morgan Colorado Springs CO 10/2018 06/2021
Rod Ermel Associates, Inc. Colorado Springs CO 06/2021 12/2022
Reacos, Inc. Colorado Springs CO 01/2023 10/2025
Latitude Tax Advisors, Llc Colorado Springs CO 10/2025 Present
  • 10/2016 → 10/2018
    T. Rowe Price
    Colorado Springs, CO
  • 08/2016 → 08/2017
    Trc Of Southern Colorado
    Peyton, CO
  • 07/2016 → 10/2016
    Unemployed
    Colorado Springs, CO
  • 10/2018 → 06/2021
    Kinder Morgan
    Colorado Springs, CO
  • 06/2021 → 12/2022
    Rod Ermel Associates, Inc.
    Colorado Springs, CO
  • 01/2023 → 10/2025
    Reacos, Inc.
    Colorado Springs, CO
  • 10/2025 → Present
    Latitude Tax Advisors, Llc
    Colorado Springs, CO
Other Businesses

Office Manager at Latitude Tax Advisors, LLC a Public Accounting firm,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
S63 Uniform Securities Agent State Law Examination 2017-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2017-01-13

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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