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Ian Patrick Laimbeer

MY LEGACY ADVISORS, LLC·BEND, Oregon
Clean recordMY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ian Patrick Laimbeer is a registered financial advisor based in BEND, Oregon, affiliated with MY LEGACY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MY LEGACY ADVISORS, LLC
MY LEGACY ADVISORS, LLC
AUM
$374M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MY LEGACY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6547229
Firm CRD# 290675
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at MY LEGACY ADVISORS, LLC

Cambrianne Staskal
BEND, OR
Chad Everett Staskal
BEND, OR
Eric Jon Munkeby
HOPKINS, MN
Kenneth John Kramer
HOPKINS, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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