Sarah Siderius, financial advisor Billings MT

Sarah Siderius

CRD Number: 2825077
Current Firm: Allied Investment Advisors LLC

Sarah Siderius (CRD# 2825077) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 27 years of experience in the finance industry. Sarah Siderius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Allied Investment Advisors, LLC Billings, MT Sep 2019 - Current 4
First Interstate Bank Billings, MT Dec 2017 - Sep 2019 1
Lpl Financial, LLC Billings, MT Nov 2016 - Sep 2019 2
First Interstate Bank Billings, MT Dec 2015 - Dec 2017 2
Cetera Investment Services LLC St. Cloud, MN Apr 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Sarah L. Siderius
Phone Number: 406-839-2037
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    912
    MILLIONS
  • Total Number of Accounts
    1,893
    ACCOUNTS
  • Average Account Value
    $481,686
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY

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