Sarah Lynn Siderius
Investment adviser representative at Allied Investment Advisors LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Allied Investment Advisors, LLCSep 2019 to now
- LPL Financial, LLCNov 2016 to Sep 2019
- First Interstate BankDec 2015 to Sep 2019
- Cetera Investment Services LLCApr 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MT).
Allied Investment Advisors LLC
$1.5BAssets managed
1,071Clients
12Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2825077
- Firm CRD
- 159103