Investment adviser representative · Allied Investment Advisors LLC
Gabe W. Gundlach
CRD 7740828 · Billings Montana, MT
At a glance
Gabe W. Gundlach is an investment adviser representative with Allied Investment Advisors LLC in Billings Montana, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gabe’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Allied Investment Advisors LLCSince August 2023Billings Montana, MT · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gabe’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.