Gary Robert Lucas

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	2011-12-05

MT RA
APPROVED

Since 2011-12-05

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

Organization	City	State	From	To
Allied Investment Advisors Llc	Billings	MT	09/2011	Present

09/2011 → Present

Allied Investment Advisors Llc

Billings, MT

Previous Registrations

2008-12-01 → 2012-02-23

Dmkc Advisory Services, Llc

Billings, MT
2003-03-11 → 2008-12-03

Investment Management Group

Billings, MT

Other Businesses

(1) 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. (2) Start date= 7/2020 Managing Member of Lucas Family Properties, LLC. Personal real estate investments. Non investment related. Spends less than 5% of time each month and no time during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-09-10
S63	Uniform Securities Agent State Law Examination	1990-07-07

S65 Uniform Investment Adviser Law Examination

1994-09-10
S63 Uniform Securities Agent State Law Examination

1990-07-07

Designations

Chartered Financial Analyst

Other Names

Gary Robert Lucas
Gary R. Lucas

View on SEC IAPD