Wealth Management

Consumer Services


Through personalized, comprehensive financial guidance, our LPL Financial Advisors at Ixonia Wealth Management can help you identify, prioritize, and strategize your individual investment needs. Some of the many ways they help you accomplish your objectives are through the following investment types:

  • Mutual Funds
  • Fixed/Variable Annuities
  • Alternative Investments
    • Real Estate Income Trusts (REITs)
    • Business Development Companies (BDCs)
  • Fee-based Managed Accounts
  • FDIC-insured Brokered CDs
  • Insurance
  • Securities

Check the background of investment professionals
associated with this site on FINRA's BrokerCheck.


Because LPL Financial offers no proprietary products, nor do they require their advisors to sell any certain products, our LPL Financial advisors can provide truly objective advice and investment recommendations. This freedom allows the Ixonia Wealth Management Team to focus on your needs and your goals.

Whether new to investing, or looking for a second opinion on your financial portfolio, we invite you to contact Jan Grimm or Jeff Taylor for a complimentary, no-obligation meeting!

Wealth Management Resources & Research


Independent Investor Articles

LPL Research Weekly Insights

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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