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Gabe Walter Gundlach

Allied Investment Advisors LLC

Billings, MT

Billings Montana, MT

CRD 7740828

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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 2023-08-28
  • MT RA
    APPROVED
    Since 2023-08-28

Branch Locations

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

3409 Transtech Way Suite A, Billings Montana, 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 01/2023 Present
Scheels All Sports Billings MT 09/2022 12/2022
Security Abstract & Title Miles City MT 08/2019 08/2022
Albertsons Miles City MT 03/2018 08/2019
Unemployed Minor Miles City MT 03/2013 03/2018
  • 01/2023 → Present
    Allied Investment Advisors, Llc
    Billings, MT
  • 09/2022 → 12/2022
    Scheels All Sports
    Billings, MT
  • 08/2019 → 08/2022
    Security Abstract & Title
    Miles City, MT
  • 03/2018 → 08/2019
    Albertsons
    Miles City, MT
  • 03/2013 → 03/2018
    Unemployed Minor
    Miles City, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-24
  • S65 Uniform Investment Adviser Law Examination
    2023-08-24

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

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