Kellie R. Hirsch

ALLIED INVESTMENT ADVISORS LLC

Billings, MT 59102

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CRD#: 5689828

Professional summary

Kellie Rose Hirsch, who also goes by Kellie Rose Mccarten, is a registered financial advisor currently at ALLIED INVESTMENT ADVISORS LLC located in Billings, Montana.

Kellie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kellie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kellie Rose Mccarten

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Notary Public

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kellie Rose Hirsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2013 - Present

ALLIED INVESTMENT ADVISORS LLC

Office #1: 3409 Transtech Way Suite A, Billings, MT 59102

RIA

CRD#: 159103

Billings, MT

Past

August 7, 2009 - September 29, 2011

DMKC ADVISORY SERVICES, LLC

RIA

CRD#: 145112

BILLINGS, MT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIED INVESTMENT ADVISORS LLC

CRD#: 159103 / SEC#: 801-79202

RIA

Registered Investment Advisory firm - (2/13/2014 Approved)

Montana

Registered Investment Advisory firm - (2/27/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(4/1/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2009

Uniform Investment Adviser Law Examination

Current Firm

ALLIED INVESTMENT ADVISORS LLC

CRD#: 159103 / SEC#: 801-79202

RIA

Registered Investment Advisory firm - (2/13/2014 Approved)

Montana

Registered Investment Advisory firm - (2/27/2014 Terminated)

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Contact information

Main Address

3409 Transtech Way Suite A, Billings, MT 59102

Mailing Address

Phone number

(406) 839-2037

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	2,138
AUM (Assets Under Management)	$ 1,134,563,584

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kellie R. Hirsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kellie Rose Hirsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIED INVESTMENT ADVISORS LLC

DMKC ADVISORY SERVICES, LLC

Primary Firm SEC Registration

ALLIED INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2009

Current Firm

ALLIED INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIED INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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