Advisor at Bison Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bison Financial Group, LLC
Location
Creve Coeur, MO 63141
Credentials
Series 63, Series 65
Industry experience
26 years
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.
$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.
12645 Olive Boulevard, Suite 229
Creve Coeur, MO 63141
Missouri
Bison Financial Group, LLC
2023 - Present (3 years)
The Worley Banks Group, LLC
2022 - 2023 (1 year)
The Worley Banks Group, LLC
2020 - 2022 (2 years)
RFG Advisory
2018 - 2020 (2 years)
RFG Advisory
2015 - 2017 (2 years)
LPL Financial, LLC
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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