Brady Lee Goyn
Investment adviser representative at Allied Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Allied Investment Advisors LLCJun 2025 to now
- The University of Wyoming FoundationJan 2019 to Jun 2025
- Wyoming Retirement SystemJan 2017 to Dec 2018
- University of WyomingAug 2016 to Jan 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 6651536
- Firm CRD
- 159103