Terry L. Backmann
Professional summary
Terry Lynn Backmann, ChFC®, who also goes by Terry Lynn Folkedahl, is a registered financial advisor currently at JORDAN FINANCIAL LIFE PLANNING located in Kenosha, Wisconsin.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Terry has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Lynn Backmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 2008 - Present
JORDAN FINANCIAL LIFE PLANNING
Office #1: 6123 Green Bay Rd Suite 200, Kenosha, WI 53142March 4, 2005 - September 30, 2008
SII INVESTMENTS, INC.
November 26, 2003 - March 9, 2005
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2014)
(11/3/2008)
Exams
Current Firm
JORDAN FINANCIAL LIFE PLANNING
CRD#: 146633 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 562 |
| AUM (Assets Under Management) | $ 99,101,304 |
Red Flags
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