Brian Keith Mcginnis
Investment adviser representative at Bison Wealth, LLC
13 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Bison Wealth, LLCJan 2025 to now
- Bison Wealth, LLC dba Serve & Protect and Capital DefenderJan 2023 to now
- The Pacific Financial Group, Inc.Aug 2020 to Dec 2022
- Ifp Securities, LLCMay 2019 to Jul 2020
- Independent Financial PartnersDec 2013 to Jul 2020
- LPL FinancialDec 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6033823
- Firm CRD
- 299805