Tyler
Elkin

Allied Investment Advisors LLC

CRD#7645366
Investment Advisor
in Billings, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tyler Elkin is a financial advisor based in Billings, Montana, working with Allied Investment Advisors LLC. Tyler has previously held positions at Allied Investment Advisors LLC, Stockman Bank, St Vincent Healthcare Foundation, and Yellowstone Bank. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Montana. Currently, Tyler is part of Allied Investment Advisors LLC, which operates out of Billings, Montana. The firm has 1 office and 12 employees. The firm manages assets totaling $911.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Allied Investment Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Subscription Fees

Office Location

3409 Transtech Way Suite A
Billings, MT 59102

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allied Investment Advisors LLC Brokerage Details

Total Assets Under Management

$911,831,543

MT Average: $2,609,029,241
Total Number of Employees

12

MT Average: 66
Total Number of Accounts

1,893

MT Average: 6,076
Average Account Size

$481,686

MT Average: $429,399

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

Tyler Elkin Work History

2022 - Present (2 years)

Allied Investment Advisors LLC

2021 - 2022 (1 year)

Stockman Bank

2019 - 2021 (2 years)

St Vincent Healthcare Foundation

1998 - 2019 (21 years)

Yellowstone Bank

Disclosures

Please visit the SEC profile of Tyler Elkin 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

Gabe Gundlach
Billings, MT
Kellie Hirsch
Billings, MT
Brock Baker
Billings, MT
Gary Lucas
Billings, MT
Bart Aby
Billings, MT
Eric Vermulm
Conrad, MT
Sarah Siderius
Billings, MT
Erika Ferris
Billings, MT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started