Ian Libardo Tennant

Employer firm

Pioneer Wealth Management Group CRD 133429

$399M regulatory AUM 148 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2012 → Present
  Pioneer Wealth Management Group
  Austin, TX

Other Businesses

1. Treasurer for the Chamonix Owners Association. 2. Cyntennial Ventures LLC; 50% owner; formed in 2018 to serve as an eventual investment vehicle for personal private equity investments; entity's status is active, but with no current business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-22

Designations

• Chartered Financial Consultant