CRD: 146633
Jordan Financial Life Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2008
- Office Locations
- 1
Office Locations
About Jordan Financial Life Planning
Jordan Financial Life Planning is an independent, fee-only fiduciary RIA in Kenosha, WI serving retirees, professionals, and families navigating life transitions. The firm provides life-centered financial planning with coordinated tax and estate planning, retirement income guidance, and risk/insurance review. It manages tax-efficient, regularly rebalanced portfolios with a strong ETF and public-fund mix, primarily custodied at Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID PAUL JORDAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2348335
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TERRY LYNN BACKMANN
Partner
- CRD
- #4717131
Ana E McKinley
--
- CRD
- #7431225
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,022,047 | $214,904 |
| Non-Discretionary | $65,196 | $5,433 |
| Total | $107,087,243 | $209,975 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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