Dustin Thomas Casebolt

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Bison Wealth
  Hartwell, GA
• 05/2015 → 03/2017
  3-Mentors/Gameplan
  Suwanee, GA
• 03/2017 → 08/2020
  Tarkenton Financial
  Atlanta, GA
• 08/2020 → Present
  Dominion Financial Solutions
  Atlanta, GA

Previous Registrations

• 2014-02-05 → 2014-12-22
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

DOMINION FINANCIAL SOLUTIONS - 3340 Peachtree Road NE, Suite 2300 Atlanta, GA 30326 - Start Date 8/1/2021 - FIXED ANNUITY/INSURANCE SALES. 40 HRS/WEEEK, 12MOS/YR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-15
• S63 Uniform Securities Agent State Law Examination
  2012-08-25