Michael F. Bien

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT

Beaverton, OR

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CRD#: 4836956

Professional summary

Michael Frederick Bien, who also goes by Bien Michael, is a registered financial advisor currently at INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC located in Beaverton, Oregon and PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bien Michael

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Independent Solutions Wealth Management; IAR; Start Date: 6/23 2) Business entity: Mike Bien; Business Activity: Insurance Agent; Address: Talus Pl, OR; Duties of Position: Fixed Insurance Sales; Title: Insurance Agent; Start Date: 08/2004; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Frederick Bien's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2023 - Present

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

RIA

CRD#: 144733

Beaverton, OR

Current

June 21, 2016 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1070 East Indiantown Road Suite 208-210, Jupiter, FL 33477

CRD#: 157045

Jupiter, FL

Past

June 3, 2019 - June 28, 2023

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Beaverton, OR

Past

January 22, 2013 - June 3, 2019

FINANCIAL INVESTMENT TEAM ("FIT")

RIA

CRD#: 145724

PORTLAND, OR

Past

January 6, 2012 - June 24, 2016

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

PORTLAND, OR

Past

January 5, 2012 - June 24, 2016

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

PORTLAND, OR

Past

March 24, 2006 - October 19, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

LAKE OSWEGO, OR

Past

August 10, 2004 - October 19, 2011

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LAKE OSWEGO, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD#: 144733 / SEC#: 801-69708

RIA

Registered Investment Advisory firm - (11/10/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/25/2016)

California
(6/21/2016)

Montana
(6/21/2016)

Nevada
(6/21/2016)

Oregon
(6/21/2016)

IAR

Oregon
(6/27/2023)

IAR

Texas
(6/27/2023)

Washington
(6/21/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/20/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/13/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/9/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

CRD#: 144733 / SEC#: 801-69708

RIA

Registered Investment Advisory firm - (11/10/2008 Approved)

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Contact information

Main Address

305 Spindrift Drive, Williamsville, NY 14221

Mailing Address

Phone number

(716) 568-8566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISWM FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,427
AUM (Assets Under Management)	$ 1,226,210,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael F. Bien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Frederick Bien's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

BLACKRIDGE ASSET MANAGEMENT, LLC

FINANCIAL INVESTMENT TEAM ("FIT")

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2006

Series 63

Date: 8/13/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2005

Series 6

Date: 8/9/2004

FINRA

Current Firm

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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