Jordan Financial Life Planning

Jordan Financial Life Planning (CRD# 146633) is a financial advisory firm headquartered in Kenosha, WI. They manage $85,129,323 in 551 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • 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
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
Terry L. Backmann
CRD#: 4717131
6123 Green Bay Rd, Suite 200, Kenosha, WI 53142

Terry Backmann (CRD# 4717131) is an Investment Advisor Representative working at Jordan Financial Life Planning in Kenosha, WI and has over 20 years of experience in the finance industry.

2
David P. Jordan
CRD#: 2348335
6123 Green Bay Rd, Suite 200, Kenosha, WI 53142
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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