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Brady Lee Goyn

Allied Investment Advisors LLC

Billings, MT

CRD 6651536

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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:

Current Employers
Allied Investment Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-08-20
  • MT RA
    APPROVED
    Since 2025-08-20

Branch Locations

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
Allied Investment Advisors Llc Billings MT 06/2025 Present
Allied Investment Advisors Llc Billings MT 08/2025 Present
The University Of Wyoming Foundation Laramie WY 01/2019 06/2025
Wyoming Retirement System Laramie WY 01/2017 12/2018
University Of Wyoming Laramie WY 08/2016 01/2017
  • 06/2025 → Present
    Allied Investment Advisors Llc
    Billings, MT
  • 08/2025 → Present
    Allied Investment Advisors Llc
    Billings, MT
  • 01/2019 → 06/2025
    The University Of Wyoming Foundation
    Laramie, WY
  • 01/2017 → 12/2018
    Wyoming Retirement System
    Laramie, WY
  • 08/2016 → 01/2017
    University Of Wyoming
    Laramie, WY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
INVESTMENT MANAGEMENT GROUP

Nearby Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud

Nearby Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · BILLINGS, MT

More in Billings, MT

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