MB
MB

Michael Frederick Bien

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
Loading...

Location

Beaverton, OR

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael is an Investment Advisor Representative (IAR) with Independent Solutions Wealth Management. He is also an insurance agent selling fixed insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
June 2023 - Present · 2 yrs 8 mos
Peak Brokerage Services, LLCBroker
June 2016 - Present · 9 yrs 8 mos
Peak Brokerage Services, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Blackridge Asset Management, LLC
June 2019 - June 2023 · 4 yrs
Financial Investment Team ("fit")
January 2013 - June 2019 · 6 yrs 5 mos
Next Financial Group, INC.
January 2012 - June 2016 · 4 yrs 5 mos
Next Financial Group, INC.Broker
January 2012 - June 2016 · 4 yrs 5 mos
Woodbury Financial Services, INC.
March 2006 - October 2011 · 5 yrs 7 mos
Woodbury Financial Services, INC.Broker
August 2004 - October 2011 · 7 yrs 2 mos
State Registrations7 states
AZCAMTNVORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Frederick Bien - Financial Advisor | TrueAdvisor