Dirk Wall
Advisor at Bison Wealth, LLC
Updated today
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.
About
Dirk Wall is a financial advisor at Bison Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Truadvice, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he owns and operates a life insurance agency under Solid Wealth Company. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multi-manager investment solutions, using outcome-focused strategies across liquid and private market investments.
Client services
Based on Bison Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Bison Wealth, LLC
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Fee options
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
Location
1013 E Winding Creek Drive
Eagle, ID 83616
Most active in
Dirk W has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Bison Advisors
2023 - Present (3 years)
Truadvice, LLC
2018 - 2023 (5 years)
Solid Wealth Company
2014 - Present (12 years)
Global Financial Private Capital, LLC
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
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