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 24 years of experience in the finance industry.

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Company Name Location Dates Years
Allied Investment Advisors, LLC Billings, MT Sep 2019 - Current 1
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
    419
    MILLIONS
  • Total Number of Accounts
    1,233
    ACCOUNTS
  • Average Account Value
    $339,912
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

AZ, MT, ND, SD, TX, WA

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