Sean M. Bieker

VERITAS WEALTH ADVISORS

Reno, NV 89511

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CRD#: 7028095

Professional summary

Sean Michael Bieker, AIF®, CIMA® is a registered financial advisor currently at VERITAS WEALTH ADVISORS located in Reno, Nevada and LPL FINANCIAL LLC located in Reno, Nevada.

Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Sean has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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)09/16/2025 - Veritas / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) / Start Date:08/25/2025 . 2) 10/07/2025 - Veritas Wealth Advisors - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:08/25/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Veritas Wealth Advisors, an independent investment advisor firm. I started this business activity in 08/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Bieker's 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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 25, 2025 - Present

VERITAS WEALTH ADVISORS

Office #1: 140 West Huffaker Lane Ste 510, Reno, NV 89511

RIA

CRD#: 149762

Reno, NV

Current

September 16, 2025 - Present

LPL FINANCIAL LLC

Office #1: 140 W Huffaker Lane, Ste 510, Reno, NV 89511

RIA

CRD#: 6413

Reno, NV

Past

April 7, 2021 - April 24, 2023

VERITAS WEALTH ADVISORS

RIA

CRD#: 149762

RENO, NV

Past

February 13, 2020 - November 23, 2022

LPL FINANCIAL LLC

CRD#: 6413

RENO, NV

Past

January 7, 2019 - October 15, 2019

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

RANCHO CORDOVA, CA

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

Nevada
(9/19/2025)

IAR

Nevada
(9/25/2025)

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: 5/19/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/15/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/7/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/5/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

VERITAS WEALTH ADVISORS

CRD#: 149762 / SEC#:

California

Registered Investment Advisory firm - (4/10/2019 Terminated)

Nevada

Registered Investment Advisory firm - (5/8/2009 Approved)

Texas

Registered Investment Advisory firm - (12/3/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

140 West Huffaker Lane Ste 510, Reno, NV 89511

Mailing Address

Phone number

(775) 324-7878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 73,832,575

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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Sean M. Bieker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Bieker's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITAS WEALTH ADVISORS

LPL FINANCIAL LLC

VERITAS WEALTH ADVISORS

LPL FINANCIAL LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2020

Series 63

Date: 2/15/2019

Series 7TO

Date: 1/7/2019

SIE

Date: 11/5/2018

FINRA

Current Firm

VERITAS WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VERITAS WEALTH ADVISORS

TRUST BUT VERIFY

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