Sean Michael Bieker
AIF®, CIMA®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ASSET FORTRESS ADVISORS | VERITAS WEALTH ADVISORS, L.L.C. | VERITAS WEALTH ADVISORS | VERITAS RETIREMENT GROUP | RICHTER FINANCIAL, INC. | DYNAMIC INCOME ADVISORY SERVICES | ASSET FORTRESS ADVISORS, L.L.C.
Contact Information
Main Address
140 West Huffaker Lane Ste 510, Reno, NV 89511Phone Number
(775) 324-7878# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
371AUM (Assets Under Management)
$99,036,878Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/19/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Sean Michael Bieker's CRS (Customer Relationship Summary).
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