DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst22 years in industry

ERIC ALLEN VERMULM

Advisor at ALLIED INVESTMENT ADVISORS LLC

CONRAD, MT | BILLINGS, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:412a3c9a-f3c4-e422-8f79-72419f3e2a5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLIED INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Aug 17, 2004
First registration: Aug 18, 2004
Dual registered: no
IAPD individual key: 4839172

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLIED INVESTMENT ADVISORS LLC	Independent wealth	Mar 13, 2018	n/a	yes	CONRAD, MT\|BILLINGS, MT	Current employment
INVESTMENT MANAGEMENT GROUP	Mixed wealth	Aug 18, 2016	Mar 1, 2018	no	CONRAD, MT\|BILLINGS, MT	Previous registration
STACK FINANCIAL MANAGEMENT INC	Independent wealth	Mar 26, 2009	Jun 30, 2016	no	WHITEFISH, MT	Previous registration
INVESTMENT MANAGEMENT GROUP	Mixed wealth	Aug 18, 2004	Mar 25, 2009	no	BILLINGS, MT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESTMENT MANAGEMENT GROUP	ALLIED INVESTMENT ADVISORS LLC	Mar 1, 2018	Mar 13, 2018	12	Firm change	Other
STACK FINANCIAL MANAGEMENT INC	INVESTMENT MANAGEMENT GROUP	Jun 30, 2016	Aug 18, 2016	49	Firm change	Other
INVESTMENT MANAGEMENT GROUP	STACK FINANCIAL MANAGEMENT INC	Mar 25, 2009	Mar 26, 2009	1	Firm change	Other

Relationships

Registered with (3)

→ ALLIED INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Mar 13, 2018 to presentfactForm ADV
→ INVESTMENT MANAGEMENT GROUPRegistered adviserregistration: previous registration
Aug 18, 2016 to Mar 1, 2018factForm ADV
→ STACK FINANCIAL MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 26, 2009 to Jun 30, 2016factForm ADV

Dated events

No dated event names this entity yet.