AF
Aaron R. Fisher
BISON WEALTH
LANCASTER, PA 17601
Some features on this profile are disabled
CRD#: 5343214
AF
Professional summary
Aaron Ray Fisher is a registered financial advisor currently at BISON WEALTH, LLC located in Lancaster, Pennsylvania and CAPE SECURITIES INC. located in Lancaster, Pennsylvania.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aaron has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) CAPE SECURITIES, INC. 1630 MANHEIM PIKE SUITE 1 #3 LANCASTER PA 17601; AGENT SINCE 9/9/2022; I OCCASIONALLY ENGAGE IN FINRA-RELATED BUSINESS FOR SMALL ACCOUNTS. 10 HOURS PER MONTH ALL DURING TRADING HOURS; COMMISSION BASED COMPENSATION. 2) TERRAWEALTH MANAGEMENT 1630 MANHEIM PIKE SUITE 1 #3 LANCASTER PA 17601 FINANCIAL ADVISOR AS OS 9/9/2022; FINANCIAL REVIEW AND ANNUAL REVIEW WITH CLIENTS;160 HOURS PER MONTH WITH ALL DURING TRADING HOURS; FEE BASED COMPENSATION. 3) TERRAWEALTH RISK MANAGEMENT THROUGH FINANCIAL INDEPENDENCE GROUP (FIG) 1630 MANHEIM PIKE SUITE 1 #3 LANCASTER PA 17601; AGENT SINCE 9/9/2022 FOR SALE OF LIFE INSURANCE AND FIXED INSURANCE PRODUCTS; 40 HOURS PER MONTH WITH ALL DURING TRADING HOURS; COMMISSION BASED COMPENSATION. 4) AMERICAN FINANCIAL NETWORK 1630 MANHEIM PIKE SUITE 1 $ 3 LANCASTER PA 17601/ TRANSFER LOAN ORIGINATOR REFERRAL PARTNER SINCE 9/9/2022; REFERS FOR 50 BPS; 4 HOURS PER MONTH WITH ALL DURING TRADING HOURS; REGISTERED W-2 BUT ONLY PAID WHEN REFERRED LOAN CLOSES. 4) CONNECTMYBIZ; NOT INVESTMENT RELATED; 1630 MANNHEIM PIKE SUITE 1&3 LANCASTER PA 17601; EMPLOYEE RETENTION CREDIT (ERC); REFERRAL PARTNER; STARTED 6/2023; 2 HOURS PER MONTH WITH NONE DURING TRADING HOURS; EXPLAINS ERC PROCESS AND REFERS TO SERVICE.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Ray Fisher'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®
NoneExperience
Current
April 1, 2025 - Present
BISON WEALTH, LLC
Office #1: 1630 Manheim Pike Suite 1, Lancaster, PA 17601RIA
CRD#: 299805
LANCASTER, PA
Current
September 9, 2022 - Present
CAPE SECURITIES INC.
Office #1: 1630 Manheim Pike Suite 1 #3, Lancaster, PA 17601BD
CRD#: 7072
Lancaster, PA
Past
September 9, 2022 - April 28, 2025
TERRA WEALTH
RIA
CRD#: 320643
EPHRATA, PA
Past
January 18, 2022 - September 13, 2022
PFS INVESTMENTS INC.
RIA
CRD#: 10111
LANCASTER, PA
Past
November 16, 2007 - September 13, 2022
PFS INVESTMENTS INC.
BD
CRD#: 10111
LANCASTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(9/9/2022)
RR
Florida(9/9/2022)
RR
Maryland(9/9/2022)
RR
Pennsylvania(9/9/2022)
IAR
Pennsylvania(4/1/2025)
RR
Texas(9/9/2022)
RR
Wisconsin(9/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
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, LLC
CRD#: 299805Lancaster, PA 17601TRUST BUT VERIFY
Monitor Aaron Fisher
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
