Bison Wealth, Llc
Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them. We will execute this plan by utilizing best in class investment solutions and cutting-edge technology to keep each client involved and informed at every step of the process. Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. Not all products and services offered by Bison are suitable for all investors. All investments contain risks to include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal advisor before investing.
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Verified contacts
40
available on Kipplo
LinkedIn employees
43
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
1
tools in use
Monthly traffic
76
organic / mo
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Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- AF
Aaron Fisher
Director, Wealth Management · General Business & Management
EmailPhone - CH
Craig Hemenway
Director of Operations · Operations
EmailPhone - JS
Janet Shamblin
Managing Director · General Business & Management
EmailPhone - KC
Kyle Crawford
Director · General Business & Management
EmailPhone - MM
Mitsy Mangum
Managing Director · General Business & Management
EmailPhone - SP
Susan Picardi
Director · General Business & Management
EmailPhone - MP
Marilyn Petroskie
Operations Manager, Billing · Operations
EmailPhone - DM
Davia Moss
Qtr Family Wealth Operations Strategy Consultant · Finance & Accounting
EmailPhone - AL
Amity Lackey
Heattrak · Other
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Bison Wealth, Llc
25 distinct titles indexed · top 10 shown.
- 3director
- 3managing director
- 3managing director & partner
- 2chief compliance officer and general counsel
- 2director of operations
- 2investment analyst & associate trader
- 2relationship manager
- 1chief executive officer
- 1chief executive officer & chief investment officer
- 1client services and office administrator
- +15more titles
Sign up to unlock all 40 contacts at Bison Wealth, Llc
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