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Bethany R. Wheeler

Bison Advisors

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About Bethany R. Wheeler

Bethany R. Wheeler is an Investment Advisor Representative at Bison Advisors. Bethany is based in Woodstock, GA and has been in the industry since 2011. Bethany holds the Series 65 (Uniform Investment Adviser Law Examination) license. Bethany has experience working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Bethany is also a registered Investment Advisor Representative in Georgia.

Firm Information

Bethany Wheeler is currently registered with Bison Advisors. Bison Advisors is an investment advisory firm based in HARTWELL, GA, with approximately $1 billion - $10 billion in assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Bison Advisors serves a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. They have a team of 45 licensed agents, 66 investment adviser representatives, and 14 registered representatives.
Bison Advisors

122 W. FRANKLIN ST.

HARTWELL, GA 30643

$2.75B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bethany Wheeler’s Registration & Firm History

GA

07/13/2023 - Present

Bison Advisors (Woodstock GA)

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Licenses & Designations

IA

Issued 09/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bethany R. Wheeler.
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