Gabe Gundlach (CRD# 7740828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allied Investment Advisors, LLC | Billings, MT | Jan 2023 - Current | 1 |
| Scheels All Sports | Billings, MT | Sep 2022 - Dec 2022 | < 1 |
| Security Abstract & Title | Miles City, MT | Aug 2019 - Aug 2022 | 3 |
| Albertsons | Miles City, MT | Mar 2018 - Aug 2019 | 1 |
| Unemployed Minor | Miles City, MT | Mar 2013 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MT
-
Total Assets Under Management912MILLIONS
-
Total Number of Accounts1,893ACCOUNTS
-
Average Account Value$481,686
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY
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