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Current Employers
Allied Investment Advisors Llc

3409 Transtech Way Suite A, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2018-03-13
  • MT RA
    APPROVED
    Since 2018-03-13

Branch Locations

314 South Main Street, Conrad, MT 59425 • United States

3409 Transtech Way Suite A, Billings, MT 59102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stockman Wealth Management Billings MT 08/2016 02/2018
Allied Investment Advisors Conrad MT 02/2018 Present
  • 08/2016 → 02/2018
    Stockman Wealth Management
    Billings, MT
  • 02/2018 → Present
    Allied Investment Advisors
    Conrad, MT
Previous Registrations
Other Businesses

ERIC VERMULM FARM: NON INVESTMENT-RELATED, 2527 DRY FORK ROAD, CONRAD, MT 59425, FARMING, OWNER/LESSOR, STARTED 11/2002, APPROXIMATE NUMBER OF HOURS DEVOTED TO BUSINESS PER MONTH: 2, ZERO HOURS DEVOTED DURING SECURITIES TRADING HOURS, DUTIES INCLUDE LEASING OF FARMLAND. ERIC VERMULM COMMERCIAL RENTAL: SOLE PROP, 2527 DRY FORK ROAD, CONRAD, MT 59425, NON INVESTMENT-RELATED, COMMERCIAL REAL ESTATE RENTAL, OWNER, STARTED 03/30/2018, APPROXIMATE NUMBER OF HOURS PER MONTH: 2, ZERO HOURS DURING TRADING HOURS, DUTIES INCLUDE: MANAGEMENT OF A COMMERCIAL RENTAL PROPERTY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-17
  • S65 Uniform Investment Adviser Law Examination
    2004-08-17
Designations

View on SEC IAPD

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