Our Promise To You - Objective Financial Guidance

You can check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Through personalized and comprehensive financial guidance, we strive to help you identify, prioritize, and implement your financial goals and objectives. Our goal? To give you confidence in your financial future for years to come.

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.

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Our Team

Jeff Taylor, CFP®
Senior Wealth Advisor, LPL Financial
920-262-2298
Briana Smith, CLU®
LPL Registered Administrative Associate
262-569-3631
01.

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INVESTMENT DISCLOSURE

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 Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.