Unclaimed Profile

Ian Patrick Laimbeer

MY LEGACY ADVISORS, LLC·BEND, Oregon

SIE, Series 7, Series 63, Series 66CFPClean record10 years registeredMY LEGACY ADVISORS, LLC

35 NW HAWTHORNE AVE, BEND, OR 97703CRD# 6547229Firm CRD# 290675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Patrick Laimbeer · BEND, OR

Registration

CRD #6547229 · MY LEGACY ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

TRUE WEALTH GROUP

Aug 2024 – present

MY LEGACY ADVISORS, LLC

Feb 2021 – Oct 2024

Bend, OR

THRIVENT INVESTMENT MANAGEMENT INC.

Aug 2016 – Jan 2018

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 2, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MY LEGACY ADVISORS, LLC

CRD 290675 · SEC 801-112049

AUM

$374M

Regulatory assets under management

Employees

445 client accounts

Services offered by MY LEGACY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MY LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ian Patrick Laimbeer offer?

Ian Patrick Laimbeer specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Ian Patrick Laimbeer's credentials?

Ian Patrick Laimbeer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ian Patrick Laimbeer located?

Ian Patrick Laimbeer is based in BEND, Oregon, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Ian Patrick Laimbeer charge for services?

Ian Patrick Laimbeer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MY LEGACY ADVISORS, LLC?

MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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