# SIERENS FINANCIAL GROUP

SIERENS FINANCIAL GROUP is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** sierensfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/scott-sierens-sfg

## Regulatory record

- **CRD number:** 338429
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338429

## About

Sierens Financial Group provides tax-efficient retirement planning for those over 55. The firm partners with families and stock-compensated individuals who seek to minimize taxes, maximize retirement income, and optimize stock compensation. Through its MAX RETIREMENT™ Process, it helps clients make great financial decisions to maximize their retirement story.

## People

- Scott Sierens — CFP® — Founder, President, Financial Advisor
- Christee Sierens — Health Insurance Professional
- Karin Sevcik — Client Service and Operations Coordinator

## Questions

### Who runs investment decisions at SIERENS FINANCIAL GROUP?

The firm does not publicly name any investment principals, board members, or key decision-makers. In the absence of a website, LinkedIn presence, or media coverage, the identity of its investment leadership is unknown. It is possible that all investment decisions are made by a single family principal or outsourced to an external CIO or private bank.

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Last updated: 2026-08-11T15:08:04.536Z

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