Jordan Financial Life Planning
Jordan Financial Life Planning (CRD# 146633) is a financial advisory firm headquartered in Kenosha, WI. They manage $75,928,047 in 610 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts610ACCOUNTS
Average Account Value$124,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Terry Backmann (CRD# 4717131) is an Investment Advisor Representative working at Jordan Financial Life Planning in Kenosha, WI and has over 14 years of experience in the finance industry.