Brock
Baker
Allied Investment Advisors LLC
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About this Advisor
Brock Baker is a financial advisor who works out of Billings, Montana who has 7 years of industry experience. Baker is an advisor for Allied Investment Advisors LLC. During their career, Baker has held roles at Henry Schein, Cardinal Health and Allied Investment Advisors LLC. Baker holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Montana and Texas. Allied Investment Advisors LLC is an advisory firm that has its headquarters in Billings, MT. The investment advisory business has a total of 12 financial advisors. It oversees $734 million in total assets among its 1,699 client accounts, placing it among the bigger firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 1,699 client accounts, 28% belong to high-net-worth investors who have greater than $1 million in investable assets. Allied Investment Advisors LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules depend on the type of services. Fee types charged by Allied Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allied Investment Advisors LLC Brokerage Details
$734,330,767
12
1,699
$432,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brock Baker Work History
Brock has been registered as a financial advisor for 7 years.*
Allied Investment Advisors LLC
Henry Schein
Cardinal Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brock Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allied Investment Advisors LLC
Billings, MT
Billings, MT
Billings, MT
Billings, MT
Conrad, MT
Billings, MT
Billings, MT
Billings, MT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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