Billings, MT Office

Bart Aby is a Series 65-licensed advisor with Allied Investment Advisors LLC in Billings, MT, holding 20 years of industry experience. He has been with Allied Investment Advisors since 2011. Outside of his advisory role, Aby is involved in cattle ranching operations through ownership and management of ABY Angus. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm employs a fundamental, long-term investment approach across equities, fixed income, mutual funds, and ETFs, tailoring strategies to client objectives and risk tolerance while offering services including portfolio management, financial planning, and retirement consulting.

Tyler Elkin is a Series 65 credentialed advisor at Allied Investment Advisors LLC with four years of industry experience. His prior roles include positions at Stockman Bank, St Vincent Healthcare Foundation, and Yellowstone Bank, where he worked for over two decades. He serves as chair of the investment committees for the Montana State University Billings Foundation and the Yellowstone Boys & Girls Ranch Foundation, both non-compensated roles. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm employs a fundamental, long-term investment approach with customized portfolio strategies and offers services including portfolio management, financial planning, retirement plan consulting, and Certified Divorce Financial Analyst guidance.

Tyler Crennen is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with one year of industry experience. He previously worked at First Interstate Bank for 13 years. He serves as a board member of the Tumbleweed Runaway Program, a nonprofit organization. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance, offering portfolio management, financial planning, retirement consulting, and divorce financial analysis services.

Brady Goyn is a CFA® charterholder and Series 65 licensed advisor at Allied Investment Advisors LLC with one year of industry experience. Prior to joining Allied, he worked for The University of Wyoming Foundation for six years. Allied Investment Advisors is an SEC-registered firm serving individuals, pension plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach, customizes strategies to client objectives, and offers services including portfolio management, financial planning, retirement plan consulting, and divorce-related financial guidance.

Gary Lucas is a CFA® charterholder with 23 years of industry experience. He has been with Allied Investment Advisors LLC in Billings, MT since 2011. Outside of his advisory role, he is a managing member of a family real estate investment entity. Allied Investment Advisors is an SEC-registered firm serving individuals, pension plans, trusts, corporations, and financial institutions. The firm emphasizes fundamental analysis and long-term investment strategies across various asset classes, customizing portfolios to client objectives and offering services including portfolio management, financial planning, and retirement consulting.

Gabe Gundlach is a financial advisor at Allied Investment Advisors LLC with three years of industry experience. He holds the Series 65 designation. Prior to joining Allied, Gabe worked at Scheels All Sports, Security Abstract & Title, and Albertsons. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach tailored to client objectives, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

John Galt is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with one year of industry experience. His prior roles include two years at Stockman Wealth Management, five years at Bitterroot Capital Advisors LLC, and eight years at Eide Bailly LLP. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm emphasizes fundamental analysis and long-term portfolio construction across equities, fixed income, mutual funds, and ETFs, tailoring strategies to client objectives and risk tolerance.

Brock Baker is a Series 65-licensed advisor with Allied Investment Advisors LLC, where he has worked since 2015. He has 10 years of industry experience and is based in Billings, Montana. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm focuses on fundamental analysis with a long-term investment approach, offering customized portfolio management, financial planning, retirement consulting, and divorce-related financial guidance.

Sarah Siderius is a financial advisor at Allied Investment Advisors LLC with 28 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior roles include positions at First Interstate Bank and LPL Financial. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolio management, financial planning, retirement consulting, and divorce-related financial guidance.

Kellie Hirsch is a financial advisor with Allied Investment Advisors LLC in Billings, MT, holding a Series 65 designation and bringing 15 years of industry experience. She has been with Allied Investment Advisors since 2013. Outside of her advisory role, she is also a Notary Public. Allied Investment Advisors is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach and offers customized portfolio management, financial planning, retirement plan consulting, and specialized divorce financial analysis.

Eric Vermulm is a CFA® charterholder with 22 years of industry experience. He is a financial advisor with Allied Investment Advisors LLC in Billings, MT, where he has worked since 2018. His prior experience includes roles at Stockman Wealth Management, Stack Financial Management Inc, and Investment Management Group. Outside of advisory work, Vermulm is involved in farming and commercial property management in Montana. Allied Investment Advisors is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm uses a fundamental, long-term investment approach and offers customized portfolio management, financial planning, and retirement consulting services.