DC
DC

Dustin Thomas Casebolt

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dustin is involved in fixed annuity and insurance sales at Dominion Financial Solutions since 2021. This activity takes nearly full-time hours.

Employment History
Current Registrations
Bison Wealth, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2014 - December 2014 · 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Dustin Thomas Casebolt - Financial Advisor | TrueAdvisor