Unclaimed Profile

Eric Allen Vermulm

ALLIED INVESTMENT ADVISORS LLC·BILLINGS, Montana

Series 65Clean record21 years registeredALLIED INVESTMENT ADVISORS LLC

3409 TRANSTECH WAY, BILLINGS, MT 59102CRD# 4839172Firm CRD# 159103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Allen Vermulm · BILLINGS, MT

Registration

CRD #4839172 · ALLIED INVESTMENT ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

ALLIED INVESTMENT ADVISORS LLC

Mar 2018 – present

INVESTMENT MANAGEMENT GROUP

Aug 2016 – Mar 2018

CONRAD, MT

STACK FINANCIAL MANAGEMENT INC

Mar 2009 – Jun 2016

WHITEFISH, MT

INVESTMENT MANAGEMENT GROUP

Aug 2004 – Mar 2009

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIED INVESTMENT ADVISORS LLC

CRD 159103 · SEC 801-79202

AUM

$912M

Regulatory assets under management

Employees

1,893 client accounts

Services offered by ALLIED INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLIED INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Eric Allen Vermulm offer?

Eric Allen Vermulm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.

What are Eric Allen Vermulm's credentials?

Eric Allen Vermulm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Allen Vermulm located?

Eric Allen Vermulm is based in BILLINGS, Montana, working with ALLIED INVESTMENT ADVISORS LLC. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Eric Allen Vermulm charge for services?

Eric Allen Vermulm's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIED INVESTMENT ADVISORS LLC?

ALLIED INVESTMENT ADVISORS LLC has approximately 12 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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