Eric Allen Vermulm

Employer firm

Allied Investment Advisors LLC CRD 159103

$1.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 02/2018
  Stockman Wealth Management
  Billings, MT
• 02/2018 → Present
  Allied Investment Advisors
  Conrad, MT

Previous Registrations

• 2016-08-18 → 2018-03-01
  Investment Management Group
  Conrad, MT
  Billings, MT
• 2009-03-26 → 2016-06-30
  Stack Financial Management Inc
  Whitefish, MT
• 2004-08-18 → 2009-03-25
  Investment Management Group
  Billings, MT

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

• S65 Uniform Investment Adviser Law Examination
  2004-08-17

Designations

• Chartered Financial Analyst