Investment adviser representative · Bison Financial Group, LLC
Spencer A. Wilmes
CRD 6500130 · Creve Coeur, MO
At a glance
Spencer A. Wilmes is an investment adviser representative with Bison Financial Group, LLC in Creve Coeur, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Spencer’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Bison Financial Group, LLCSince April 2023Creve Coeur, MO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Spencer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bison Financial Group, LLC
- Shelley ChristianCreve Coeur
- Jordan St ClairCreve Coeur · Certified Financial Planner
- David H. WorleyCreve Coeur
Every advisor at Bison Financial Group, LLC →Financial advisors in Creve Coeur, MO →Every Bison Financial Group, LLC advisor in Creve Coeur →Advisor Moves: who changed firms this week →