Ian P. Laimbeer

TRUE WEALTH GROUP

BEND, OR 97703

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CRD#: 6547229

Professional summary

Ian Patrick Laimbeer, CFP® is a registered financial advisor currently at TRUE WEALTH GROUP located in Bend, Oregon.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ian has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Patrick Laimbeer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 19, 2024 - Present

TRUE WEALTH GROUP

Office #1: 750 Nw Charbonneau Street Suite 201, Bend, OR 97703

RIA

CRD#: 332426

BEND, OR

Past

February 2, 2021 - October 1, 2024

MY LEGACY ADVISORS, LLC

RIA

CRD#: 290675

Bend, OR

Past

January 9, 2018 - February 21, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BEND, OR

Past

August 2, 2016 - January 10, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

SPOKANE, WA

Past

June 16, 2016 - January 10, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

SPOKANE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE WEALTH GROUP

SKYLINER WEALTH, LLC | TRUE WEALTH GROUP

CRD#: 332426 / SEC#: 801-130948

RIA

Registered Investment Advisory firm - (8/19/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(8/19/2024)

IAR

Texas
(8/19/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/15/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2016

General Securities Representative Examination

Current Firm

TRUE WEALTH GROUP

SKYLINER WEALTH, LLC | TRUE WEALTH GROUP

CRD#: 332426 / SEC#: 801-130948

RIA

Registered Investment Advisory firm - (8/19/2024 Approved)

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Contact information

Main Address

750 Nw Charbonneau Street Suite 201, Bend, OR 97703

Mailing Address

Phone number

(541) 588-5008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE WEALTH GROUP ADV 2A (7/16/2025)

Regulatory assets under management

Total Number of Accounts	452
AUM (Assets Under Management)	$ 108,531,615

Red Flags

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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Firm Stability Insights

Ian P. Laimbeer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Patrick Laimbeer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY LEGACY ADVISORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

TRUE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2016

Series 63

Date: 7/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2016

Current Firm

TRUE WEALTH GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE WEALTH GROUP

TRUST BUT VERIFY

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