Jordan Bathen
CRD Number: 5000358Current Firm: United Planners' Financial Services Of America A Limited Partner
Jordan Bathen (CRD# 5000358) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 9 years of experience in the finance industry.
CRD# 4707696
Net Worth Advisors
CRD# 3063973
Keystone Wealth Management Inc.
CRD# 3152139
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Aug 2014 - Current | 9 |
| Insurance Center | Independence, IA | Aug 2014 - Current | 9 |
| Insurance Center | Independence, IA | Aug 2014 - Current | 9 |
| Investment Center Inc. | Independence, IA | Jul 2014 - Current | 9 |
| United States Marine Corps Reserves | Minneapolis, MN | Aug 2012 - Current | 11 |
| United States Marine Corps Reserves | Des Moines, IA | Aug 2012 - Current | 11 |
| Target Corporation | Cedar Falls, Ia, IA | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- IA
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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