Bart William Aby

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

• 09/2011 → Present
  Allied Investment Advisors, Llc
  Billings, MT

Previous Registrations

• 2009-02-18 → 2012-02-15
  Dmkc Advisory Services, Llc
  Billings, MT
• 2006-01-17 → 2009-01-20
  Investment Management Group
  Billings, MT

Other Businesses

2009:DBA: ABY ANGUS. SELL BULL CALVES, STEERS AND HEIFERS. NOT INVESTMENT RELATED. DBA: BART ABY; NOT INVESTMENT RELATED; 2000 SADDLEBACK ROAD LAUREL MT 59044; RANCHING; OWNER; 09/1996; DEVOTE 24 HOURS/MONTH; DEVOTE 0 BUSINESS HOURA/MONTH DURING TRADING; CATTLE RANCHING DUTIES INCLUDE FEEDING, BRANDING, ROUNDUPS. AKL, LLC, Member. Legal entity established to own the Allied Investment Advisors office building. Non-investment related. Start date = March 2016. Spends less than 5% of time on activity and no time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-13

Other Names

• Bart W Aby