Ian Laimbeer has been Member of LLC. of Skyliner Wealth since January 2025, is a control person of the firm and directly owns between 25% and 50% of it. Ian Laimbeer holds a Bachelor of Business Administration from Gonzaga University.
Skyliner Wealth, LLC is a Bend, OR firm with $151M under management, 164 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Ian Laimbeer is Lead Financial Planner & Partner of True Wealth Group. He is a co-founder of the firm and helps guide both client strategy and firm operations. By integrating tax strategy, cash flow planning and long-term goals, he helps clients design their financial plans.
Ian Laimbeer’s longest registration was 3 years at My Legacy Advisors, LLC (2021–2024). Before joining Skyliner Wealth in 2024, Ian Laimbeer was registered through My Legacy Advisors, LLC and Thrivent Investment Management Inc.
- My Legacy Advisors, LLC– · 3 yearsBend, OR · Adviser representative · Firm CRD 290675
- Thrivent Investment Management Inc.– · 1 yearSpokane, WA · Adviser representative · Firm CRD 18387
Professional designations
Listed by Skyliner Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Ian Laimbeer is registered as an investment adviser representative in 2 states. Each was approved in August 2024.
- OregonSince 19 August 2024
- TexasSince 19 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 August 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2016 |
| Series 7 | General Securities Representative Examination | 16 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ian Patrick Laimbeer
- CRD
- 6547229
- Firm
- Skyliner Wealth · CRD 332426
- Role
- Member of LLC.
- Office
- 750 NW CHARBONNEAU STREET, SUITE 211, Bend, OR 97703
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mytruewealthgroup.com
Where does Ian Laimbeer work?
Ian Laimbeer has been Member of LLC. of Skyliner Wealth, LLC since January 2025, and is a control person of the firm.
Is Ian Laimbeer a financial advisor?
Yes. Ian Laimbeer has a current investment-adviser registration in Oregon and Texas, through Skyliner Wealth since August 2024.
How many years of experience does Ian Laimbeer have?
Ian Laimbeer has 9 years in the financial industry, since May 2017, across 3 adviser firms.
What exams has Ian Laimbeer passed?
Ian Laimbeer has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Ian Laimbeer with the SIE, which began in October 2018.
Where did Ian Laimbeer work before Skyliner Wealth?
Before Skyliner Wealth, Ian Laimbeer was registered through Thrivent Investment Management Inc., August 2016 to January 2018.
Where is Ian Laimbeer based?
Ian Laimbeer’s registered office is in Bend, OR.
Is Ian Laimbeer registered with FINRA?
No. Ian Laimbeer has no current broker registration.
Is Ian Laimbeer a CFP?
Skyliner Wealth lists Ian Laimbeer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ian Laimbeer’s record?
Search CRD 6547229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Laimbeer’s full registration record.
