Bison Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bison Financial Group provides investment advisory and portfolio management services to individuals and high‑net‑worth clients, delivering discretionary managed accounts, ongoing investment supervision, and a one‑time comprehensive financial plan. Clients can impose written restrictions on investments and receive account reporting at least quarterly.
The firm tailors investment advice to client objectives, time horizon, and risk tolerance and uses a mix of approaches including strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Its stated investment goal is to help clients maintain purchasing power over the long term while seeking to take market risks for which investors are typically compensated, and it recommends ongoing consultation with tax professionals because strategies may have meaningful tax consequences.
Distinctive features include the firm’s recent establishment in 2023 combined with roughly $96 million in managed assets, and that some representatives are also licensed insurance agents who may offer commissionable insurance products (the brochure discloses up to 30% of representatives’ time may be spent on insurance activities). The firm also recommends Charles Schwab as custodian and discloses receipt of informal soft‑dollar benefits from that relationship, and it limits ongoing written financial‑planning reporting to the single initial plan beyond regular account statements.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.70%
Fee-only: Annual fees range from 0.70% - 1.25% based on asset tier, charged monthly in arrears.
Main office
12645 Olive Boulevard, Suite 229
Creve Coeur MO 63141
Advisors at this office
4
Most active in
Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Spencer W
CFP®, Series 66
Creve Coeur, MO
Bison Financial Group, LLC
Spencer Wilmes is a CFP® professional with nine years of industry experience, currently serving as an advisor at Bison Financial Group, LLC. His career includes roles at several firms, such as The Worley Banks Group, Pinnacle Family Advisors, and LPL Financial. He is also licensed to sell insurance products in Missouri. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, offering tailored investment strategies that incorporate strategic asset allocation, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and combines newly established advisory services with licensed insurance offerings.
David W
Series 63, Series 65
Creve Coeur, MO
Bison Financial Group, LLC
David Worley is a financial advisor at Bison Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, RFG Advisory, and The Worley Banks Group. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a tailored approach that incorporates strategic asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading. The firm manages approximately $96 million in assets and offers discretionary managed accounts along with comprehensive financial planning.
Jordan S
CFP®, Series 66
Creve Coeur, MO
Bison Financial Group, LLC
Jordan St Clair is a CFP® with 13 years of experience in the financial services industry. He is currently with Bison Financial Group, LLC and has held previous roles at The Worley Banks Group, RFG Advisory, and NYLife Securities among others. In addition to his advisory work, he is also a licensed insurance agent. Bison Financial Group provides investment advisory and portfolio management services primarily to individuals and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, offering discretionary managed accounts and comprehensive financial planning.
Shelley C
Series 65
Creve Coeur, MO
Bison Financial Group, LLC
Shelley Christian is a financial advisor at Bison Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Worley Banks Group, LLC and the Pattonville School District. She also operates as an independent insurance agent. Bison Financial Group provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm tailors investment strategies to client objectives and risk tolerance, employing methods such as strategic asset allocation and both long- and short-term trading.
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