Allied Investment Advisors LLC

Allied Investment Advisors LLC (CRD# 159103) is a financial advisory firm headquartered in Billings, MT. They manage $911,831,543 in 1,893 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    912
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Allied Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Bart W. Aby
CRD#: 4974354
3409 Transtech Way, Suite A, Billings, MT 59102

Bart Aby (CRD# 4974354) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 18 years of experience in the finance industry.

2
Brock O. Baker
CRD#: 6578314
3409 Transtech Way, Suite A, Billings, MT 59102

Brock Baker (CRD# 6578314) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 8 years of experience in the finance industry.

3
Kellie R. Hirsch
CRD#: 5689828
3409 Transtech Way, Suite A, Billings, MT 59102

Kellie Hirsch (CRD# 5689828) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 14 years of experience in the finance industry.

4
Gary R. Lucas
CRD#: 2059364
3409 Transtech Way, Suite A, Billings, MT 59102

Gary Lucas (CRD# 2059364) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has over 33 years of experience in the finance industry.

5
Eric A. Vermulm
CRD#: 4839172
314 South Main Street, Conrad, MT 59425

Eric Vermulm (CRD# 4839172) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Conrad, MT and has over 19 years of experience in the finance industry.

6
Tyler R. Elkin
CRD#: 7645366
3409 Transtech Way, Suite A, Billings, MT 59102

Tyler Elkin (CRD# 7645366) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.

7
Gabe W. Gundlach
CRD#: 7740828
3409 Transtech Way, Suite A, Billings, MT 59102

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.

8
Sarah L. Siderius
CRD#: 2825077
3409 Transtech Way, Suite A, Billings, MT 59102

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.

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