SC
Shelley Christian
BISON FINANCIAL GROUP
Creve Coeur, MO 63141
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CRD#: 6924488
SC
Professional summary
Shelley Christian is a registered financial advisor currently at BISON FINANCIAL GROUP, LLC located in Creve Coeur, Missouri.
Shelley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Shelley has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Shelley Christian'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 14, 2023 - Present
BISON FINANCIAL GROUP, LLC
Office #1: 12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141RIA
CRD#: 325190
Creve Coeur, MO
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
Missouri(4/14/2023)
Current Firm
BF
BISON FINANCIAL GROUP, LLC
BISON FINANCIAL GROUP, LLC
CRD#: 325190 / SEC#:
Illinois
Registered Investment Advisory firm - (1/7/2025 Approved)Missouri
Registered Investment Advisory firm - (4/14/2023 Approved)Texas
Registered Investment Advisory firm - (2/15/2024 Conditional Restricted)PREMIUM
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Contact information
Main Address
12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141
Mailing Address
Phone number
(314) 949-5595
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 690 |
| AUM (Assets Under Management) | $ 96,397,011 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
