Wealth Management

Business Services

Employee Education

As a trusted source for financial guidance, our LPL Financial Advisors work with your employees to understand their individual financial situations. By developing a big-picture view of their personal finances, we're able to make educated recommendations and assist in building their financial plans.

Whether or not your employer-sponsored retirement plan is held through Ixonia Wealth Management, our LPL Financial Advisors are more than willing to visit your business to do custom, in-person meetings such as "lunch-n-learns," and after-hours seminars. They can also do confidential, one-on-one consultations with your employees. Some topics our advisors discuss are:

A comprehensive education and communication program is critical to the success of your retirement plan. Don't delay, and contact a LPL Financial Advisor at Ixonia Wealth Management today to learn more about how they can help strengthen your employees' financial wellbeing.

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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