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Allied Investment Advisors Employee Directory

Investment ManagementMontana, United States11-50 Employees

Allied Investment Advisors is an investment management firm based in Billings, Montana, founded in 2009 during the Financial Crisis. The organization emphasizes Western values and personal relationships, aiming to provide transparent guidance and steady support to clients as markets shift.

It serves clients across Montana from offices in Billings and Conrad, including communities such as Havre and Chinook. In late 2022 the firm added Ty Elkin as Senior Relationship Manager and Investment Advisor Representative, reflecting ongoing staff expansion. As a small to mid-sized practice, Allied Investment Advisors seeks to build trust through reliability and consistent, honest communication.

Find Allied Investment Advisors employees' phone numbers or email addresses

Allied Investment Advisors Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Allied Investment Advisors's Leadership

  • Stylized image of a person
    E. V.
    Chief Investment Officer / Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Director Of Growth Strategy And Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Retirement Consultant L Director Of Client Relations & Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Controller & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Director Of Client Relations & Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Senior Business Development Officer & Senior Relationship Manager
    Phone icon
    Mobile Phone

Allied Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Legal
  • Accounting
  • Other

Contact profiles from Allied Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. V.
    Chief Investment Officer / Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesMontana
    Jun 08, 2026
  • Stylized image of a person
    M. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesMontana
    Jun 08, 2026
  • Stylized image of a person
    B. N.
    Director Of Growth Strategy And Technology
    Phone icon
    Mobile Phone
    United StatesMontana
    May 07, 2026
  • Stylized image of a person
    K. H.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesMontana
    Jun 08, 2026
  • Stylized image of a person
    S. S.
    Retirement Consultant L Director Of Client Relations & Marketing
    Phone icon
    Mobile Phone
    United StatesMontana
    Jun 27, 2026
  • Stylized image of a person
    K. W.
    Controller & Operations
    Phone icon
    Mobile Phone
    United StatesWyoming
    Jun 28, 2026
  • Stylized image of a person
    S. S.
    Director Of Client Relations & Marketing
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    T. C.
    Senior Business Development Officer & Senior Relationship Manager
    Phone icon
    Mobile Phone
    United StatesMontana
    Jun 26, 2026
  • Stylized image of a person
    B. G.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMontana
    May 07, 2026
  • Stylized image of a person
    K. H.
    Operations Manager
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Allied Investment Advisors known for?

Minus sign iconPlus sign iconAllied Investment Advisors was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 3409 Transtech Way Suite a Billings, Montana 59102 United States. Explore Allied Investment Advisors's company overview page for more information.

What is Allied Investment Advisors's most common email format?

Minus sign iconPlus sign iconAllied Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allied Investment Advisors email formats with LeadIQ.

How many employees does Allied Investment Advisors have currently?

Minus sign iconPlus sign iconAllied Investment Advisors has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Allied Investment Advisors's key employees and leadership?

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As of June 2026, Allied Investment Advisors's key employees include:

  • Chief Investment Officer / Chief Operating Officer: E. V.
  • Chief Compliance Officer: M. W.
  • Director Of Growth Strategy And Technology: B. N.
  • Director Of Operations: K. H.
  • Retirement Consultant L Director Of Client Relations & Marketing: S. S.

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