Jordan Financial Life Planning

Jordan Financial Life Planning (CRD# 146633) is a financial advisory firm headquartered in Kenosha, WI. They manage $54,594,667 in 592 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    592
    ACCOUNTS
  • Average Account Value
    $92,221
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Jordan Financial Life Planning
Showing 1 - 2 of 2 top financial advisors.
1
David P. Jordan
CRD#: 2348335
6123 Green Bay Rd, Suite 260, Kenosha, WI 53142
103
Wealthminder
score
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.
2
Terry L. Backmann
CRD#: 4717131
6123 Green Bay Rd, Suite 260, Kenosha, WI 53142
96
Wealthminder
score

Terry Backmann (CRD# 4717131) is an Investment Advisor Representative working at Jordan Financial Life Planning in Kenosha, WI and has over 12 years of experience in the finance industry.

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