Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Patrick Laimbeer is a financial advisor with True Wealth Group. Ian is a Certified Financial Planner® and has been in the industry since 2016. His areas of expertise include retirement planning, investment management, and estate planning. Ian holds Series 63, 66, and 7 licenses, as well as the SIE. His firm is a registered investment advisor based in Bend, Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OR
08/19/2024 - Present
True Wealth Group (BEND OR)
OR
01/09/2018 - 02/21/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BEND OR)
WA
06/16/2016 - 01/10/2018
THRIVENT INVESTMENT MANAGEMENT INC. (SPOKANE WA)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ian Laimbeer is the right advisor for you? Invested Better is here to help.
