Kellie Hirsch, financial advisor Billings MT

Kellie Hirsch

CRD Number: 5689828
Current Firm: Allied Investment Advisors LLC

Kellie Hirsch (CRD# 5689828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Allied Investment Advisors LLC Billings, MT Mar 2013 - Current 7
Tablerock Land Services Golden, CO Sep 2011 - Mar 2013 1
Dmkc Advisory Services LLC Billings, MT Feb 2009 - Sep 2011 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Kellie R. Hirsch
Phone Number: 406-839-2037
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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