Schedule an

Appointment

Schedule an Appointment

You have an annual physical to make sure you are healthy. What do you do to make sure you remain financially fit?

At minimum, once a year you should have a thorough financial checkup. Ixonia Wealth Management specializes in thoughtful and independent investment guidance designed with a goal to keep your finances in shape. FINRA BrokerCheck

Use this form to schedule an appointment with an LPL Financial Advisor at one of our offices. Our staff will confirm your appointment within one business day. Your information will not be shared with any third party and will be kept strictly confidential.

All fields marked with an asterisk (*) are required.

*First Name:
*Last Name:
*Phone Number:
Email address:
Where do you do your banking?
*What is your preferred day and time to meet?
What would you like to talk about? (please check all that apply) Asset Allocation Retirement Plans
Budget/Debt Life Insurance
Portfolio Review Retirement Planning
Savings Social Security
Preservation StrategiesOther
Any additional comments?
Please do not enter account or trading information:
 

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:

Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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