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Seth W

Series 65

Forest City, IA

Bison Wealth, LLC

Seth Weiland is a Series 65-licensed financial advisor with Bison Wealth, LLC and has one year of industry experience. He also works as a CPA at DK Arndt, where he prepares tax returns, financial statements, and handles tax planning. Bison Wealth serves a broad range of clients including high-net-worth individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice, featuring outcome-focused model portfolios that blend tactical and strategic allocations across various investment types.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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