Jan Grimm, has joined the Ixonia Wealth Management team. She comes aboard as an experienced professional looking forward to serve the Lake Country area. Grimm will be based in the Hartland office of Ixonia Bank.
Grimm holds the Series 7 and 66 Registrations with LPL Financial and can assist individuals, families and small businesses with a multitude of financial products as well as comprehensive financial planning and advisory services. She has been serving clients in the investment and wealth management industry since 2000. Prior to joining Ixonia Wealth Management, she was with Wells Fargo Advisors, and Wintrust Wealth Management at Town Bank delivering advice and strategies for wealth management clients.
She is a graduate of Michigan Tech University and has also completed coursework in Trust and Estate Planning through Cannon Financial. She and her husband, Jack, reside in the Stone Bank community and have two adult children, Bryan and Alyson Douglas.
Education: Michigan Tech University
Company:
Ixonia Wealth Management at Ixonia Bank
3201 Village Square Drive
Hartland, WI 53029
