Michael
Bien
Independent Solutions Wealth Management, LLC
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About this Advisor
Michael Bien is a financial advisor based in Beaverton, Oregon, working with Independent Solutions Wealth Management, LLC. Michael has previously held positions at Financial Investment Team, Next Financial Group, Inc, Peak Brokerage Services, LLC, Blackridge Asset Management, LLC, and Independent Solutions Wealth Management, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Michael is part of Independent Solutions Wealth Management, LLC, which operates out of Beaverton, Oregon. The firm has 1 office and 21 employees. The firm manages assets totaling $953.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Independent Solutions Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Solutions Wealth Management, LLC Brokerage Details
$953,830,582
21
5,873
$162,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Bien Work History
Independent Solutions Wealth Management, LLC
Peak Brokerage Services, LLC
Blackridge Asset Management, LLC
Financial Investment Team
Next Financial Group, Inc
Disclosures
Please visit the SEC profile of Michael Bien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Solutions Wealth Management, LLC
Buffalo, NY
Willaimsville, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Beaverton, OR
Buffalo, NY
Buffalo, NY
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