Ana E. Mckinley
Professional summary
Ana E Mckinley, who also goes by Ana Elizabeth Kotter, Dee Ann Elizabeth Kotter, Ana Elizabeth Lauber, Ana Elizabeth Lauber-kotter, Ana E Mckinley, Ana Mckinley, Dee Ann Elizabeth Shryock, Dee-ann Elizabeth Shryock, is a registered financial advisor currently at JORDAN FINANCIAL LIFE PLANNING located in Kenosha, Wisconsin.
Ana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ana has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ana E Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2026 - Present
JORDAN FINANCIAL LIFE PLANNING
Office #1: 6123 Green Bay Rd Suite 200, Kenosha, WI 53142August 18, 2025 - January 21, 2026
PARK AVENUE SECURITIES LLC
August 18, 2025 - January 21, 2026
PARK AVENUE SECURITIES LLC
January 3, 2022 - August 19, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
November 29, 2021 - August 19, 2025
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
(3/11/2026)
Exams
Series 7TO
Date: 11/27/2021
General Securities Representative ExaminationCurrent Firm
JORDAN FINANCIAL LIFE PLANNING
CRD#: 146633 / SEC#: 801-135737
Contact information
Regulatory assets under management
| Total Number of Accounts | 510 |
| AUM (Assets Under Management) | $ 107,087,243 |
Red Flags
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