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
CFP®, Series 66
Industry experience
8 years
Spencer Wilmes is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Bison Financial Group, LLC and has previously worked at firms including The Worley Banks Group, Pinnacle Family Advisors, and Private Client Services. Wilmes is also a licensed insurance agent, engaging in the sale of various insurance products. Bison Financial Group, established in 2023, provides investment advisory and portfolio management services to individuals and high-net-worth clients. The firm employs a range of investment approaches tailored to client objectives and risk tolerance, managing approximately $96 million in assets.
$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
Illinois · Missouri
Bison Financial Group
2023 - Present (3 years)
The Worley Banks Group, LLC
2022 - 2023 (1 year)
Pinnacle Family Advisors
2021 - 2022 (1 year)
Private Client Services
2018 - 2021 (3 years)
RFG Advisory
2017 - 2021 (4 years)
Four Seasons Wealth Management
2016 - 2020 (4 years)
LPL Financial, LLC
2015 - 2018 (3 years)
Drury University
2012 - 2016 (4 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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