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Billings, MT 59102

406.839.2037

314 South Main Street

Conrad, MT 59425

406.271.2391

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2023 COLA Retirement Plan & Benefit Limits

The IRS announced a record increase in contribution limits to 401(k)...

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10 Retirement Quick Facts for September

Here are some great stats, figures and trends to help with the...

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Top 10 Financial Resolutions for 2022

Hello 2022! A new year often brings a new focus on goals, priorities...

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10 Retirement Quick Facts for October

Here are some great stats, figures and trends to help with the...

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10 Retirement Quick Facts for August

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10 Retirement Quick Facts for June

Here are some great stats, figures and trends to help with the...

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4 Rules of Thumb for Retirement Savings

Over the years, I have found two of the most common questions people...

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Q1 2020: Retirement - The 4% Rule

How much money do I need to retire? That is one of the most common...

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Q2 2019: Retirement - The Bear Market Scenario

What happens when you retire at a stock market peak? Will an...

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Locations

3409 Transtech Way, Suite A

Billings, MT 59102

406.839.2037

314 South Main Street

Conrad, MT 59425

406.271.2391

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© 2020 Allied Investment Advisors, LLC

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Contact Us

  • 3409 Transtech Way, Suite A

    Billings, MT 59102

    406.839.2037

  • 314 South Main Street

    Conrad, MT 59425

    406.271.2391

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Contact Us

Ready to know your real costs, not just your spend?

  • 3409 Transtech Way, Suite A

    Billings, MT 59102

    406.839.2037

  • 314 South Main Street

    Conrad, MT 59425

    406.271.2391

Important Disclosure Information

Allied Investment Advisors, LLC is a registered investment advisor located in Montana. Allied Investment Advisors (“Allied”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Allied maintains clients. Allied may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Allied’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Allied’s website on the Internet should not be construed by any consumer and/or prospective client as Allied’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Allied with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Allied, please contact the SEC, FINRA or the state securities regulators for those states in which Allied maintains a filing. A copy of Allied’s current written disclosure statement discussing Allied’s business operations, service, and fees is available from Allied upon written request. Allied does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Allied’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Allied) made reference to directly or indirectly by Allied in its website, or indirectly by a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Allied’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Allied’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Allied, or form any other investment professional. Allied is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Firm Brochure (Part 2A of Form ADV)

Client Relationship Summary (Form CRS)

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Allied’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Allied, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the external websites provided herein, you are leaving this site. Allied makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Allied’s website and assume total responsibility and risk for your use of the sites you are linking to.

Contact Us

Ready to know your real costs, not just your spend?

  • 3409 Transtech Way, Suite A

    Billings, MT 59102

    406.839.2037

  • 314 South Main Street

    Conrad, MT 59425

    406.271.2391

Designations - What Do They Mean?

Minimum Qualifications for the Chartered Financial Analyst (CFA®) Chartered Financial Analysts are licensed by the CFA Institute to use the CFA mark. CFA certification requirements:

  • Hold a bachelor's degree from an accredited institution or have equivalent education or work experience
  • Successful completion of all three exam levels of the CFA Program
  • Have 48 months of acceptable professional work experience in the investment decision making process
  • Fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application, these are submitted online by your sponsors
  • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute

Minimum Qualifications for Accredited Portfolio Management Advisor

Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Designees have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client's portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Accredited Investment Fiduciary (AIF)

The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).

Contact Us

Ready to know your real costs, not just your spend?

  • 3409 Transtech Way, Suite A

    Billings, MT 59102

    406.839.2037

  • 314 South Main Street

    Conrad, MT 59425

    406.271.2391

Privacy Policy



Your privacy is important to us. It is Allied Investment Advisors LLC's policy to respect your privacy regarding any information we may collect from you across our website, https://alliedinvest.net/, and other sites we own and operate.

We only ask for personal information when we truly need it to provide a service to you. We collect it by fair and lawful means, with your knowledge and consent. We also let you know why we’re collecting it and how it will be used.

We only retain collected information for as long as necessary to provide you with your requested service. What data we store, we’ll protect within commercially acceptable means to prevent loss and theft, as well as unauthorized access, disclosure, copying, use or modification.

We don’t share any personally identifying information publicly or with third-parties, except when required to by law.

Our website may link to external sites that are not operated by us. Please be aware that we have no control over the content and practices of these sites, and cannot accept responsibility or liability for their respective privacy policies.

You are free to refuse our request for your personal information, with the understanding that we may be unable to provide you with some of your desired services.

Your continued use of our website will be regarded as acceptance of our practices around privacy and personal information. If you have any questions about how we handle user data and personal information, feel free to contact us.

This policy is effective as of 11 February 2021.

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