Ian Patrick Laimbeer

Current Employers

True Wealth Group

750 Nw Charbonneau Street Suite 211, Bend, OR 97703 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-12-09
TX	RA	APPROVED	2024-08-19

OR RA
APPROVED

Since 2025-12-09
TX RA
APPROVED

Since 2024-08-19

Branch Locations

750 Nw Charbonneau Street Suite 211, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Thrivent Investment Management Inc	Spokane	WA	05/2016	01/2018
Thrivent Financial	Appleton	WI	09/2015	10/2016
Thrivent Financial	Appleton	WI	10/2016	01/2018
United Planners Financial Services Of America	Scottsdale	AZ	01/2018	02/2020
My Legacy Advisors	Bend	OR	01/2018	Present
Eagle Wealth Management	Bend	OR	01/2018	06/2024

05/2016 → 01/2018

Thrivent Investment Management Inc

Spokane, WA
09/2015 → 10/2016

Thrivent Financial

Appleton, WI
10/2016 → 01/2018

Thrivent Financial

Appleton, WI
01/2018 → 02/2020

United Planners Financial Services Of America

Scottsdale, AZ
01/2018 → Present

My Legacy Advisors

Bend, OR
01/2018 → 06/2024

Eagle Wealth Management

Bend, OR

Previous Registrations

2021-02-02 → 2024-10-01

My Legacy Advisors, Llc

Bend, OR
2016-08-02 → 2018-01-10

Thrivent Investment Management Inc.

Spokane, WA

Bellevue, WA

Other Businesses

Ian Laimbeer; not investment-related; Loop Bend, OR; filing 1040 tax return; owner; 3/1/2025; ~4 hours per month, none during securities trading hours. Filing individual tax returns.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-01
S63	Uniform Securities Agent State Law Examination	2016-07-15

S66 Uniform Combined State Law Examination

2016-08-01
S63 Uniform Securities Agent State Law Examination

2016-07-15

Designations

View on SEC IAPD