Tyler Elkin (CRD# 7645366) is an Investment Advisor Representative working at Allied Investment Advisors LLC in Billings, MT and has 1 year of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Allied Investment Advisors LLC | Billings, MT | Aug 2022 - Current | 1 |
Stockman Bank | Billings, MT | May 2021 - Aug 2022 | 1 |
St Vincent Healthcare Foundation | Billings, MT | Mar 2019 - May 2021 | 2 |
Yellowstone Bank | Billings, MT | Jan 1998 - Mar 2019 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- MT
-
Total Assets Under Management912MILLIONS
-
Total Number of Accounts1,893ACCOUNTS
-
Average Account Value$481,686
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, MT, ND, NE, SD, TX, WA, WY
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