Image
Ian Brauer - Financial Advisor at wealth Enhancement

Ian Brauer

CFP®
Greater Minneapolis Area

About

Ian Brauer supports clients through a comprehensive, planning‑first approach to wealth management. He graduated summa cum laude from California State University, Sacramento, with a concentration in Financial Planning. He later joined Lake Tahoe Wealth Management in 2023 as a Paraplanner.

Ian demonstrated early leadership in the profession as President of the Financial Planning Association at Sac State during his senior year. He passed the CFP® exam in 2024 and completed the experience requirement to earn the CERTIFIED FINANCIAL PLANNER™ designation in 2025.

Originally from Minneapolis, Minnesota, Ian is focused on delivering holistic financial planning grounded in fiduciary responsibility and sound financial principles. He is committed to helping individuals and families build clarity and confidence through disciplined, thoughtful planning.

Outside of work, Ian enjoys cooking, spending time with his wife and son, following Minnesota sports teams, and caring for their two cats.

Education

  • BS – Business Administration, California State University, Sacramento

Resources from Ian Brauer

Topic
PDF
As the calendar flips to the new year, our focus shifts to cash flow planning. Those of you taking distributions, or starting to in the near future, have probably wrestled with the questions that come up in this process. How much do I need from my portfolio each month? How much can I afford to take? Where should I be taking it from? LTWM advisors strive to make these discussions open and collaborative, tailoring our planning to each individual client’s needs, goals, and comfort level. With that being said, our advisors enter these conversations already prepped with data and analysis in tow. For potential clients looking to understand our process, or current clients wanting an in-depth look at our methods, here’s a peek behind the LTWM curtain…
4/29/2026

Current Clients

Contact me via email or my team at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You’ll choose your time on the next screen

Who referred you?

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy