Meet Our Team

Our Promise To You - Objective Financial Guidance:

Planning for your financial future is one of the most important things you will ever do, so having access to resources and objective guidance from a trusted partner can be invaluable.

Ixonia Wealth Management has the flexibility to offer access to a wide range of non-proprietary products and services, which means you receive comprehensive financial guidance and an assurance that your best interests come first.

Jan Grimm

Jan Grimm

Office located at:
3201 Village Square Dr
Hartland, WI 53029

262-569-3699

FINRA BrokerCheck

LPL Financial Advisor

Jan Grimm has been serving clients locally in the investment and financial advising industry since 2000.  She holds the Series 7 and Series 66 securities registration with LPL Financial and can assist individuals, families and small businesses with a multitude list of financial products as well as comprehensive financial planning and advisory services. 

Jan is a graduate of Michigan Tech University and has also completed coursework in Trust and Estate Planning through Cannon Financial*. As an LPL Financial Advisor, it is Jan's mission to help her clients build, preserve and transition their wealth through a variety of financial complexities. She believes a strong client relationship and effective investment planning begins with regular and honest conversations with her clients.

Contributing to her community is very important to Jan. She is a member of TEMPO® Waukesha, and also sits on the Events Planning Committee for The Women’s Center in Waukesha. She is also a current member of the Waukesha County Estate Planners Council. She enjoys traveling, cooking and lake activities in her spare time.

 Jeff Taylor, CFP®

Jeff Taylor

Office located at:
109 Oakridge Ct
Watertown, WI 53094

920-262-2298

FINRA BrokerCheck

LPL Financial Advisor

A graduate of University of Wisconsin – Stevens Point, Jeff has been in the financial planning industry since October 1997 and with LPL Financial since July 2006. In 2004, Jeff earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® certification marks are only given to those who have completed the required educational process, registered with the Certified Financial Planner Board of Standards, passed a comprehensive 10-hour CFP® Certification Examination, and have a minimum of three year's experience in a financial field. Once appointed, a CFP® professional must meet continuing education requirements and ethical standards in order to maintain the certification.

In addition to the CFP® designation, Jeff hold his Series 7 and Series 66 securities registration, and Life and Health Insurance licenses, though LPL Financial.

When sitting down with clients and prospects alike, Jeff likes to take a "big picture" approach. He looks at where you are now as far as retirement planning, retirement income, education planning, or whatever the goal may be. There will then be a discussion of where you would like to be financially in the future. Together, you will come up with a plan to try and make those goals a reality and work together to monitor the plan. He firmly believes that today's preparation determines the success of tomorrow.

In his free time, Jeff likes to spend time with his family, go to baseball games, and take the dog for nice long walks.

Financial Assessment Tools

By using our financial assessment tools, you can visually see if you are on the right track toward your financial goals for retirement, education or for a major purchase. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

These financial calculators provide approximate calculations based on the information entered. The interactive calculators and information are available to you as self-help tools for your independent use and are not to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.

Investment Disclosure

*LPL Financial representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial. 

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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