AdFi
MF

Michael Frederick Bien

Investment Adviser Representative at Independent Solutions Wealth Management, LLC

Beaverton, ORCRD #4836956Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Frederick Bien is an investment adviser representative with Independent Solutions Wealth Management, LLC in Beaverton, OR, where they have been registered since 2023. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Blackridge Asset Management, LLC and Financial Investment TEAM ("FIT"). They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon, Texas
Broker:
6 states and territories

Arizona, California, Montana, Nevada, Oregon, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/20/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 8/13/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/29/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/9/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Independent Solutions Wealth Management, LLCCurrent
6/27/2023 – Beaverton, OR
PEAK Brokerage Services, LLCCurrent
6/21/2016 – Hillsboro, OR
Blackridge Asset Management, LLC
6/3/2019 – 6/28/2023Beaverton, OR
Financial Investment TEAM ("FIT")
1/22/2013 – 6/3/2019Portland, OR
NEXT Financial Group, Inc.
1/6/2012 – 6/24/2016Portland, OR
Woodbury Financial Services, Inc.
3/24/2006 – 10/19/2011Lake Oswego, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Financial Investment TEAM
    Jan 2012 – May 2019Portland, OR
  2. Peak Brokerage Services, LLC
    Jun 2016 – no end date reportedJupiter, FL
  3. Blackridge Asset Management, LLC
    Jun 2019 – Jun 2023Jupiter, FL
  4. Independent Solutions Wealth Management, LLC
    Jun 2023 – no end date reportedWilliamsville, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Independent Solutions Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio management, investment research, wealth management solutions, retirement income planning, tax-efficient investing strategies, estate and legacy planning, charitable giving strategies, investment committee oversight, and programs including TAPP (Tax & Accounting Professionals Program), Private Wealth Group, and Asset Management Alliance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementAsset AllocationPortfolio ManagementInvestment ResearchRetirement Income PlanningTax-efficient InvestingEstate PlanningCharitable GivingAlternative InvestmentsFixed IncomeEquity Research+3 more

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
30
Offices listed on AdvisorFinder:
2
Main office:
Williamsville, NY
SEC file number:
801-69708

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 24, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Frederick Bien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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