Inactive

Keith Bushnell

Allied Investment Advisors LLC

CRD 7076520

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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

Authority	Category	Status	Date
MT	RA	APPROVED	2025-04-01

MT RA
APPROVED

Since 2025-04-01

Branch Locations

Helena, MT • 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

Organization	City	State	From	To
Great West Financial	Denver	CO	02/2019	03/2025
Randall & Hurley	Helena	MT	01/2018	02/2019
Employee Benefit Resources	Helena	MT	05/2004	12/2018
Allied Investment Advisors	Billings	MT	03/2025	Present

02/2019 → 03/2025

Great West Financial

Denver, CO
01/2018 → 02/2019

Randall & Hurley

Helena, MT
05/2004 → 12/2018

Employee Benefit Resources

Helena, MT
03/2025 → Present

Allied Investment Advisors

Billings, MT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-20
S63	Uniform Securities Agent State Law Examination	2019-04-24

S65 Uniform Investment Adviser Law Examination

2025-03-20
S63 Uniform Securities Agent State Law Examination

2019-04-24

Other Names

Keith Bushnell
Keith Allen Bushnell

View on SEC IAPD

More in Helena, MT

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