Jan Grimm earns certification of CERTIFIED FINANCIAL PLANNER™ and is promoted to Officer of Ixonia Bank
Jan Grimm, CFP®, LPL Financial Advisor with Ixonia Wealth Management at Ixonia Bank, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
“We’re so proud of Jan’s accomplishment. The rigorous process to successfully complete the education, examination, experience and ethical requirements set forth by the CFP® Board will further assure existing and future clients they are working with a professional financial planner,” stated Dan Westrope, Chairman & CEO of Ixonia Bank. “Earning this credential represents Jan’s commitment in acting as a ‘fiduciary’ – placing the clients’ interests ahead of her own at all time.”
Jan has been with Ixonia Wealth Management since December 2015 and has worked as a licensed financial professional since 2000. She holds the Series 7 and 66 Registrations with LPL Financial, as well as Life, Health, and Annuity licenses. She can assist individuals, families and small businesses with a multitude of financial products as well as comprehensive financial planning and advisory services.
Jan’s office is based out of Ixonia Bank’s Hartland office located at 3201 Village Square Drive, Hartland, Wisconsin.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About CFP Board – CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
About LPL Financial – LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is the nation’s largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and financial planning offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealer(s); Not affiliated with LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ixonia Bank and Ixonia Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ixonia Wealth Management, and may also be employees of Ixonia Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ixonia Bank or Ixonia Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not A Deposit | No Bank Guarantee | May Lose Value | Not Insured by FDIC or Any Other Government Agency