Investment & Retirement Advisors, Inc.
Firm details
- Headquarters
- Williston, North Dakota
- CRD number
- 117000
- Website
- www.bisondriveadvisor.com
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Investment & Retirement Advisors, Inc. is organized as a corporation under individual ownership and positions itself as a financial planning advisor rather than a multi-service wealth manager. The firm’s primary advisory activity listed is financial planning services; there is no indication in the available data that it acts as a capital allocator, a pension consultant, or a related adviser to other registered entities. The firm reports a fee structure categorized as “Other,” which suggests compensation arrangements that do not fit neatly into standard AUM- or commission-based descriptions, though specific billing terms are not provided. Investment & Retirement Advisors, Inc. is not identified as an active ESG investor and is not flagged as a multi-state adviser in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Wesley Crosby
Financial AdvisorCRD 6504794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Williston, ND
Williams
Location
Williston, ND
Headquartered in Williston, ND, in the Midwest of the United States.
- Region
- Midwest
- County
- Williams
- Address
- 1105 2nd St W
- Time zone
- CT (UTC-6)
- Office locations
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