Ian Patrick Laimbeer
Investment adviser representative at True Wealth Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$151.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- True Wealth GroupAug 2024 to now
- Skyliner Wealth/ True Wealth GroupAug 2024 to now
- My Legacy AdvisorsJan 2018 to Aug 2024
- Eagle Wealth ManagementJan 2018 to Jun 2024
- United Planners Financial Services of AmericaJan 2018 to Feb 2020
- Thrivent FinancialOct 2016 to Jan 2018
- Thrivent Investment Management IncMay 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
True Wealth Group
Legal name: Skyliner Wealth, LLC
$151.4MAssets managed
164Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6547229
- Firm CRD
- 332426