Allied Investment Advisors LLC

Bart Aby is a financial advisor with Allied Investment Advisors LLC in Billings, MT. He holds a Series 65 designation and has 20 years of industry experience. Aby has been with Allied Investment Advisors since 2011. Outside of advisory work, he is involved in cattle ranching through his DBA, ABY Angus, where he manages activities such as feeding, branding, and roundups. Allied Investment Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, and institutions. The firm employs a long-term, fundamental analysis-based investment approach and offers specialized services including Certified Divorce Financial Analysis and retirement plan consulting.

Tyler Elkin is a financial advisor at Allied Investment Advisors LLC with three years of industry experience. He holds the Series 65 designation and has previously worked at Stockman Bank, St Vincent Healthcare Foundation, and Yellowstone Bank. Elkin serves as chair of the investment committees for both the Montana State University Billings Foundation and the Yellowstone Boys & Girls Ranch Foundation. Allied Investment Advisors provides portfolio management and financial planning services to individuals, pension plans, trusts, corporations, and other institutions. The firm uses a long-term, individualized investment approach and offers specialized services including Certified Divorce Financial Analysis and employer-sponsored retirement plan consulting.

Tyler Crennen is a financial advisor at Allied Investment Advisors LLC with a Series 65 designation and one year of industry experience. He previously spent 13 years at First Interstate Bank. Tyler serves as a board member of the Tumbleweed Runaway Program, a nonprofit organization. Allied Investment Advisors provides portfolio management and financial planning to individuals, pension plans, trusts, corporations, and other institutions. The firm uses a long-term, fundamental analysis approach to investing and offers specialized services including Certified Divorce Financial Analysis and retirement plan consulting.

Brady Goyn is a Series 65-licensed advisor at Allied Investment Advisors LLC with one year of industry experience. Prior to joining Allied, he worked in various roles at the University of Wyoming and the Wyoming Retirement System. Allied Investment Advisors provides portfolio management and financial planning to individuals, pension plans, trusts, corporations, and other institutions. The firm offers specialized services including Certified Divorce Financial Analysis and pursues a long-term, individualized investment approach using equities, fixed income, mutual funds, and ETFs.

Gary Lucas is a CFA® charterholder with 23 years of industry experience. He has been with Allied Investment Advisors LLC since 2011. Outside of his advisory role, he is a managing member of Lucas Family Properties, LLC, which focuses on personal real estate investments. Allied Investment Advisors provides portfolio management and financial planning services to individuals, pension plans, trusts, corporations, and financial institutions. The firm emphasizes a long-term, fundamental analysis-based investment approach and offers specialized services including retirement plan consulting and Certified Divorce Financial Analysis.

Gabe Gundlach is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with two years of industry experience. Prior to joining Allied in 2023, he worked at Scheels All Sports and Security Abstract & Title. Allied Investment Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, corporations, and other institutions. The firm follows a long-term investment approach using fundamental analysis and offers specialized services including Certified Divorce Financial Analysis and employer-sponsored retirement plan consulting.

Brock Baker is a Series 65 licensed financial advisor with 10 years of industry experience. He has been with Allied Investment Advisors LLC since 2015, based in Billings, MT. Allied Investment Advisors serves individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions with portfolio management and financial planning. The firm employs a long-term, individualized investment approach and offers specialized services such as Certified Divorce Financial Analysis and employer-sponsored retirement plan advisory.

Sarah Siderius is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. She has worked at Allied Investment Advisors LLC since 2019 and previously held roles at First Interstate Bank, LPL Financial, and Cetera Investment Services. Allied Investment Advisors provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm emphasizes a long-term, individualized investment approach using equities, fixed income, mutual funds, and ETFs, and offers specialized services including Certified Divorce Financial Analysis and retirement plan consulting.

Keith Bushnell is a financial advisor with Allied Investment Advisors LLC in Helena, MT. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Great West Financial, Randall & Hurley, and Employee Benefit Resources. Allied Investment Advisors serves individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions, offering portfolio management and financial planning with a long-term, individualized investment approach focused on fundamental analysis. The firm is notable for its model portfolio subscription business and published educational newsletter, supporting nearly 950 clients with about $1.49 billion in assets under management.

Kellie Hirsch is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 designation with 15 years of industry experience. She has been with Allied Investment Advisors since 2013. Outside of her advisory role, she serves as a Notary Public. Allied Investment Advisors provides portfolio management and financial planning services to individuals, pension plans, trusts, corporations, and other institutions. The firm focuses on a long-term, individualized investment approach and offers specialized services including retirement plan advisory, Certified Divorce Financial Analysis, and SIMPLE IRA plan support.

Eric Vermulm is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Allied Investment Advisors LLC, where he has worked since 2018. His prior experience includes roles at Stockman Wealth Management and Stack Financial Management. Outside of his advisory work, he owns and manages a farming business. Allied Investment Advisors offers portfolio management and financial planning to individuals, retirement plans, trusts, and institutions, employing a long-term, fundamental analysis approach. The firm is noted for its model portfolio subscription business and published educational newsletter, serving nearly 950 clients with approximately $1.49 billion in assets under management.