Jordan Mills, financial advisor Minneapolis MN

Jordan Mills

CRD Number: 3085665
Current Firm: Creative Planning

Jordan Mills (CRD# 3085665) is an Investment Advisor Representative working at Creative Planning in Minneapolis, MN and has over 25 years of experience in the finance industry. Jordan Mills 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning, LLC Minneapolis, MN Oct 2022 - Current 1
Wipfli Financial Advisors, LLC Edina, MN Jun 2020 - Sep 2022 2
Wipfli Financial Advisors, LLC Edina, MN Jun 2018 - May 2020 1
Hewins Financial Advisors, LLC Edina, MN Apr 2015 - May 2018 3
Hewins Financial Advisors, LLC Edina, MN Apr 2011 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Jordan M. Mills
Phone Number: (866) 909-5148
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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