David Jordan, financial advisor Kenosha WI

David Jordan

CRD Number: 2348335
Current Firm: Jordan Financial Life Planning
David Jordan (CRD# 2348335) is an Investment Advisor Representative working at Jordan Financial Life Planning in Kenosha, WI and has over 22 years of experience in the finance industry. David Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Independent Wealth Management LLC Kenosha, WI Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for David P. Jordan
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $154,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, WI

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