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Sarah Lynn Siderius

Investment Adviser Representative at ALLIED INVESTMENT ADVISORS LLC

Billings, MTCRD #2825077Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Montana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/31/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/1/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1 Million1.20%
Next $2 Million1.00%
Next $2 Million0.90%
$5 Million and Above0.80%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Allied Investment Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLIED INVESTMENT ADVISORS LLCCurrent
11/1/2019Billings, MT
LPL FINANCIAL LLC
11/29/20169/30/2019Billings, MT
CETERA INVESTMENT SERVICES LLC
4/20/200911/29/2016Billings, MT
WELLS FARGO BROKERAGE SERVICES, L.L.C.
11/29/20028/18/2008Minneapolis, MN
WELLS FARGO INVESTMENTS, LLC
12/13/200011/29/2002San Francisco, CA
WELLS FARGO BROKERAGE SERVICES, L.L.C.
1/7/200012/13/2000Minneapolis, MN
WELLS FARGO SECURITIES INC.
7/12/19992/11/2000San Francisco, CA
FORUM FINANCIAL SERVICES, INC.
2/5/19977/12/1999Portland, ME

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALLIED INVESTMENT ADVISORS LLC

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View ALLIED INVESTMENT ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Lynn Siderius has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Sarah Lynn Siderius - Financial Advisor in Billings, MT | AdvisorFinder