Ian Patrick Laimbeer

Employer firm

True Wealth Group CRD 332426

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2016-07-15

Designations

• Certified Financial Planner