David Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Wealth Management LLC dba Jordan Financial Life Planning in Kenosha, WI and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC®)
Other - LUTCF, FIC
Financial Advisor's Specialties
Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Cross-border Planning, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Kenosha, WI area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.