Ashley Lynn Hethershaw

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

• 11/2023 → Present
  Bison Wealth, Llc Dba Capital Defender Advisors
  Atlanta, GA
• 02/2023 → 02/2026
  Capital Defender Wealth Management Group
  Clive, IA
• 08/2018 → 02/2023
  Kidder Advisers, Inc.
  Clive, IA
• 04/2015 → 09/2018
  Destination Xl
  West Des Moines, IA
• 02/2026 → Present
  Capital Defender Wealth Management Group
  West Des Moines, IA

Previous Registrations

• 2024-01-17 → 2024-12-31
  Bison Wealth, Llc
  Atlanta, GA
  Clive, IA

Other Businesses

(1) 05/2020 Independent Licensed Insurance Agent; Investment Related; Des Moines, IA; Life Insurance (2) Scentsy, Inc. - home décor and fragrance direct sales company - Non-Investment Related; 1099- Independent Contractor, Sales; 05/2020 - hours vary, but generally no business is conducted during trading hours, and do not exceed 25 hours/month - promote, solicit, and receive orders for merchandise in-person and on social media- commission based on orders received. (3) 2/2022 Capital Defender Wealth Management Group; Office Manager; Investment Related; Clive, IA; 160 hours/month, 160 hours during trading hours; Organize office operations, coordinate communication between branches and departments, manage office budget, coordinate company financials, supervise administrative staff

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14

Other Names

• Ashley L Hethershaw