David P. Jordan

JORDAN FINANCIAL LIFE PLANNING

KENOSHA, WI 53142

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CRD#: 2348335

Professional summary

David Paul Jordan, CFP®, ChFC®, CLU® is a registered financial advisor currently at JORDAN FINANCIAL LIFE PLANNING located in Kenosha, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TOJO ENTERPRISES LLC - PARTNER. PROPERTY MANAGEMENT - 0 HOURS, OWNS THE BUILDING IN WHICH THE PRACTICE IS LOCATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Jordan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 3, 2008 - Present

JORDAN FINANCIAL LIFE PLANNING

Office #1: 6123 Green Bay Rd Suite 200, Kenosha, WI 53142

RIA

CRD#: 146633

KENOSHA, WI

Past

March 8, 2005 - December 15, 2011

ANNEX WEALTH MANAGEMENT, LLC

RIA

CRD#: 127987

KENOSHA, WI

Past

March 4, 2005 - September 30, 2008

SII INVESTMENTS, INC.

CRD#: 2225

KENOSHA, WI

Past

March 19, 2004 - March 9, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

KENOSHA, WI

Past

June 2, 1993 - March 9, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/4/2010)

IAR

Wisconsin
(11/3/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/15/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/5/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/1/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JORDAN FINANCIAL LIFE PLANNING

INDEPENDENT WEALTH MANAGEMENT LLC | JORDAN FINANCIAL LIFE PLANNING, JORDAN FINANCIAL | JORDAN FINANCIAL LIFE PLANNING

CRD#: 146633 / SEC#:

Illinois

Registered Investment Advisory firm - (1/4/2010 Approved)

Wisconsin

Registered Investment Advisory firm - (8/15/2008 Approved)

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Contact information

Main Address

6123 Green Bay Rd Suite 200, Kenosha, WI 53142

Mailing Address

Phone number

(262) 656-1141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	562
AUM (Assets Under Management)	$ 99,101,304

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David P. Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Jordan's CRS (Customer Relationship Summary).

Certified licenses

Experience

JORDAN FINANCIAL LIFE PLANNING

ANNEX WEALTH MANAGEMENT, LLC

SII INVESTMENTS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2003

Series 63

Date: 6/1/1993

Series 7

Date: 12/5/2002

Series 6

Date: 6/1/1993

Current Firm

JORDAN FINANCIAL LIFE PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JORDAN FINANCIAL LIFE PLANNING

TRUST BUT VERIFY

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