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 times.”
In addition to her recent certification, she has recently been promoted by the Ixonia Bank Board of Directors as an Officer of Ixonia Bank. She is a valuable asset to the bank and to the Ixonia Wealth Management Team as a successful, trusted financial advisor as well as serving as part of the leadership team for Ixonia Bank’s Women in Business Speaker Series, which focuses on supporting women business owners and leaders in professional and personal growth.
Grimm 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.
Grimm's office is based out of Ixonia Bank’s Hartland office located at 3201 Village Square Drive, Hartland, Wis.