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RR

Regina M. Ryan

BISON WEALTH MANAGEMENT
LANCASTER, SC
Some features on this profile are disabled
CRD#: 1560072
RR

Professional summary

Regina Mae Ryan, who also goes by Regina Fana, is a registered financial advisor currently at BISON WEALTH MANAGEMENT, LLC located in Lancaster, South Carolina.

Regina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Regina has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Regina Fana

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Regina Mae Ryan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 20, 2026 - Present

BISON WEALTH MANAGEMENT, LLC

RIA
CRD#: 340724
LANCASTER, SC
Past

January 29, 2014 - April 30, 2026

SUMMIT CAPITAL INC.

RIA
CRD#: 121335
KIAWAH ISLAND, SC
Past

August 28, 2001 - January 24, 2014

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

February 29, 2000 - August 27, 2001

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

May 28, 1999 - February 29, 2000

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

September 14, 1996 - December 31, 1998

INTERACTIVE PLANNING CORP.

BD
CRD#: 40261
LEXINGTON, KY
Past

September 29, 1986 - August 26, 1996

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/10/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1986
General Securities Representative Examination

Current Firm

BW
BISON WEALTH MANAGEMENT, LLC
BISON WEALTH MANAGEMENT, LLC

CRD#: 340724 / SEC#:

Ohio
Registered Investment Advisory firm - (3/2/2026 Approved)
PREMIUM
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Contact information

Main Address
Lyndhurst, OH
Mailing Address
Phone number
(216) 849-8753
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BISON WEALTH MANAGEMENT, LLC

CRD#: 340724Lancaster, SC

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Contact information

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