Jordan Hopp, financial advisor Watertown WI
90 score

Jordan Hopp

CRD Number: 6061939
Current Firm: Sii Investments, Inc.

Jordan Hopp (CRD# 6061939) is an Investment Advisor Representative working at Sii Investments, Inc. in Watertown, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Appleton, WI Feb 2013 - Current 3
Ameriprise Financial Services, Inc. West Bend, WI May 2012 - Feb 2013 < 1
University Of Wisconsin Madison Madison, WI Sep 2010 - May 2012 1
Lee Precision Inc. Hartford, WI Mar 2011 - Aug 2011 < 1
Unemployed Watertown, WI May 2010 - Sep 2010 < 1
University Of Wisconsin Washington County West Bend, WI Sep 2008 - May 2010 1
Unemployed Watertown, WI May 2008 - Sep 2008 < 1
West Bend West High School West Bend, WI Sep 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jordan J. Hopp
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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