Jordan Riewe

CFO4LIFE

COPPELL, TX 75019

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CRD#: 8196203

Professional summary

Jordan Riewe is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Jordan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

CFO4LIFE GROUP, LLC; INVESTMENT RELATED; COPPELL, TX; RIA; SERVICE ADVISOR; ACTIVITY BEGAN 11/2025; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY WITH ALL OF THOSE HOURS DURING TRADING HOURS; ASSIST ADVISORS WITH VARIOUS PLANNING ACTIVITIES AND CLIENT NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

September 10, 2026 - Present

CFO4LIFE

Office #1: 735 Plaza Blvd. Suite 100, Coppell, TX 75019

RIA

CRD#: 287600

COPPELL, TX

Current

February 10, 2026 - Present

AUSDAL FINANCIAL PARTNERS, INC.

Office #1: 735 Plaza Blvd #100, Coppell, TX 75019

RIA

CRD#: 7995

COPPELL, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095

RIA

Registered Investment Advisory firm - (2/1/2017 Approved)

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

Texas
(9/10/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 4/14/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 2/10/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 9/27/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095

RIA

Registered Investment Advisory firm - (2/1/2017 Approved)

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Contact information

Main Address

735 Plaza Blvd. Suite 100, Coppell, TX 75019

Mailing Address

Phone number

(214) 637-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 06-14-2026 (6/14/2026)

Regulatory assets under management

Total Number of Accounts	3,279
AUM (Assets Under Management)	$ 1,935,513,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jordan Riewe

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CFO4LIFE

AUSDAL FINANCIAL PARTNERS, INC.

Primary Firm SEC Registration

CFO4LIFE

State Registrations and Notice Filings

Exams

Series 66

Passed: 4/14/2026

Series 7TO

Passed: 2/10/2026

SIE

Passed: 9/27/2025

FINRA

Current Firm

CFO4LIFE

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFO4LIFE

TRUST BUT VERIFY

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