Bison Advisors
Bison Advisors provides a Platform that integrates overlay strategies, provides Models, Compliance, Data Analysis and a Dedicated Transition Team. Bison empowers advisors to focus on client planning while the platform team focuses on business efficiency. As fiduciaries we recognizing annuities and life insurance as an integrated asset class and use them with Overlay Strategies to avoid threshold taxes while producing predictable income.
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Verified contacts
5
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JH
Jay Howard
Financial Controller · Finance & Accounting
EmailPhone - LS
Lawrence Sasso
Independent Advisor Representative · Sales & Business Development
EmailPhone - SC
Steve Clark
Independent Advisor Representative · Sales & Business Development
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Bison Advisors
4 distinct titles indexed · top 4 shown.
- 2independent advisor representative
- 1financial analyst
- 1financial controller
- 1operations specialist
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