Allied Investment Advisors LLC

Allied Investment Advisors LLC (CRD# 159103) is a financial advisory firm headquartered in Billings, MT. They manage $419,111,341 in 1,233 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3409 Transtech Way, Suite A, Billings, MT 59102
http://www.alliedinvest.net
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, MT, ND, SD, TX, WA

Financial Advisors at Allied Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Bart Aby, financial advisor Billings MT
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 15 years of experience in the finance industry.

2
Brock Baker, financial advisor Billings MT
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 4 years of experience in the finance industry.

3
Kellie Hirsch, financial advisor Billings MT
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 11 years of experience in the finance industry.

4
Gary Lucas, financial advisor Billings MT
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 30 years of experience in the finance industry.

5
Eric Vermulm, financial advisor Conrad MT
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 16 years of experience in the finance industry.

6
Sarah Siderius, financial advisor Billings MT
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 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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