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Rollyn Lawrence Wild

ADVISERS INVESTMENT MANAGEMENT,INC·COLORADO SPRINGS, Colorado
Series 65Clean record27 years registeredADVISERS INVESTMENT MANAGEMENT,INC
1255 LAKE PLAZA DR. SUITE 244, COLORADO SPRINGS, CO 80906CRD# 835685Firm CRD# 112649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rollyn Lawrence Wild · COLORADO SPRINGS, CO
Registration
CRD #835685 · ADVISERS INVESTMENT MANAGEMENT,INC · 27 years registered
Brand Profile
Not yet started
01

Career History

ADVISERS INVESTMENT MANAGEMENT, INC.
Aug 2002 – present
BANKERS INVESTMENT MANAGEMENT, INC.
Oct 1999 – Dec 2006
COLORADO SPRINGS, CO
MEMBERS INVESTMENT MANAGEMENT, INC.
Jan 1999 – Mar 2006
COLORADO SPRINGS, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVISERS INVESTMENT MANAGEMENT,INC
CRD 112649 · SEC 801-66255
AUM
$41M
Regulatory assets under management
Employees
1
256 client accounts
Services offered by ADVISERS INVESTMENT MANAGEMENT,INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISERS INVESTMENT MANAGEMENT,INC →
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05

Frequently Asked Questions

What services does Rollyn Lawrence Wild offer?
Rollyn Lawrence Wild specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Rollyn Lawrence Wild's credentials?
Rollyn Lawrence Wild is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rollyn Lawrence Wild located?
Rollyn Lawrence Wild is based in COLORADO SPRINGS, Colorado, working with ADVISERS INVESTMENT MANAGEMENT,INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Rollyn Lawrence Wild charge for services?
Rollyn Lawrence Wild's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISERS INVESTMENT MANAGEMENT,INC?
ADVISERS INVESTMENT MANAGEMENT,INC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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