BISON FINANCIAL GROUP, LLC

Overview

Bison Financial Group, LLC is a small, owner-operated wealth advisory and insurance brokerage organized as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and generates advisory fees as a percentage of assets under management. It also operates as an insurance broker, which aligns with its use of annuity products in client portfolios. Bison Financial Group does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives